Buckingham Strategic Wealth’s Humana HUM Stock Holding History

Buckingham Strategic Wealth’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
2024 Q2	$297K	Buy	+794	New	+$268K	﹤0.01%	601
2024 Q1	–	Sell	-748	Closed	-$342K	–	779
2023 Q4	$342K	Buy	748 +22	+3%	+$10.8K	﹤0.01%	535
2023 Q3	$353K	Sell	726 -10	-1%	-$4.7K	0.01%	502
2023 Q2	$329K	Buy	736 +158	+27%	+$79.5K	﹤0.01%	513
2023 Q1	$296K	Hold	578	–	–	0.01%	484
2022 Q4	$296K	Sell	578 -45	-7%	-$23.7K	0.01%	486
2022 Q3	$302K	Buy	623 +31	+5%	+$15.1K	0.01%	466
2022 Q2	$277K	Buy	592 +109	+23%	+$48.5K	0.01%	483
2022 Q1	$210K	Sell	483 -25	-5%	-$10.5K	﹤0.01%	557
2021 Q4	$236K	Buy	+508	New	+$225K	﹤0.01%	533
2021 Q3	–	Sell	-500	Closed	-$221K	–	602
2021 Q2	$221K	Buy	+500	New	+$218K	0.01%	540
2021 Q1	–	Sell	-517	Closed	-$212K	–	559
2020 Q4	$212K	Buy	517 +32	+7%	+$13.3K	0.01%	497
2020 Q3	$201K	Buy	+485	New	+$195K	0.02%	452
2020 Q2	–	Sell	-3,728	Closed	-$1.17M	–	435
2020 Q1	$1.17M	Buy	+3,728	New	+$1.26M	0.11%	141

Other funds holding HUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

T. Rowe Price Associates

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return