BFS
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Bradley Foster & Sargent’s Humana HUM Stock Holding History

Bradley Foster & Sargent’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
-1,910
Closed -$485K – 468
2024
Q4 		$485K Buy
1,910
+13
+0.7% +$3.49K 0.01% 359
2024
Q3 		$601K Buy
1,897
+12
+0.6% +$4.27K 0.01% 339
2024
Q2 		$704K Hold
1,885
– – 0.01% 317
2024
Q1 		$654K Hold
1,885
– – 0.01% 321
2023
Q4 		$863K Buy
1,885
+3
+0.2% +$1.48K 0.02% 292
2023
Q3 		$841K Hold
1,882
– – 0.02% 285
2023
Q2 		$841K Sell
1,882
-77
-4% -$38.8K 0.02% 285
2023
Q1 		$951K Sell
1,959
-1
-0.1% -$494 0.02% 254
2022
Q4 		$1M Sell
1,960
-105
-5% -$55.2K 0.03% 245
2022
Q3 		$1M Hold
2,065
– – 0.03% 230
2022
Q2 		$967K Sell
2,065
-8
-0.4% -$3.56K 0.02% 242
2022
Q1 		$902K Hold
2,073
– – 0.02% 275
2021
Q4 		$962K Sell
2,073
-33
-2% -$14.6K 0.02% 257
2021
Q3 		$820K Buy
2,106
+1
+0% +$424 0.02% 252
2021
Q2 		$932K Sell
2,105
-67
-3% -$29.3K 0.02% 240
2021
Q1 		$911K Hold
2,172
– – 0.02% 233
2020
Q4 		$891K Hold
2,172
– – 0.02% 228
2020
Q3 		$899K Buy
+2,172
New +$874K 0.03% 209
2020
Q1 		$467K Buy
+1,487
New +$502K 0.02% 236

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