BFG
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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 $5.7T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return