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Bleakley Financial Group’s Humana HUM Stock Holding History

Bleakley Financial Group’s Portfolio HUM Stock Details HUM Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-1,020
Closed -$259K – 720
2024
Q4 		$259K Sell
1,020
-821
-45% -$220K 0.01% 850
2024
Q3 		$583K Buy
1,841
+237
+15% +$84.4K 0.02% 553
2024
Q2 		$599K Sell
1,604
-10,725
-87% -$3.62M 0.02% 548
2024
Q1 		$4.27M Sell
12,329
-5,193
-30% -$1.97M 0.12% 160
2023
Q4 		$8.02M Sell
17,522
-4,409
-20% -$2.17M 0.25% 75
2023
Q3 		$10.7M Buy
21,931
+2,293
+12% +$1.08M 0.38% 52
2023
Q2 		$8.78M Buy
19,638
+211
+1% +$106K 0.27% 68
2023
Q1 		$9.43M Buy
19,427
+5,014
+35% +$2.48M 0.31% 63
2022
Q4 		$7.38M Buy
+14,413
New +$7.58M 0.26% 78

Other funds holding HUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Bleakley Financial Group's HUM Position: Q1 2025 in Review

Bleakley Financial Group sold out of Humana (HUM) in Q1 2025, closing a stake of 1,020 shares — an estimated $259K sold.

Bleakley Financial Group first reported a position in HUM in Q4 2022 and held it in 9 quarters. The position peaked at $10.7M in Q3 2023. 903 funds tracked by Wall St. Rank hold HUM as of Q1 2025.

  • Bleakley Financial Group reported no remaining Humana position as of Q1 2025 after selling out during the quarter.
  • Bleakley Financial Group sold 1,020 Humana shares in Q1 2025, an estimated $259K.
  • Bleakley Financial Group first reported a position in Humana in Q4 2022 and held it in 9 quarters.
  • Bleakley Financial Group's Humana position peaked at $10.7M in Q3 2023.
  • 903 funds tracked by Wall St. Rank held Humana as of Q1 2025.

Based on Bleakley Financial Group's 13F filing for Q1 2025, filed 1 May 2025.