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Concord Asset Management (Virginia)’s Humana HUM Stock Holding History

Concord Asset Management (Virginia)’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
-1,050
Closed -$266K – 132
2024
Q4 		$266K Buy
+1,050
New +$282K 0.06% 123

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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

Concord Asset Management (Virginia)'s HUM Position: Q1 2025 in Review

Concord Asset Management (Virginia) sold out of Humana (HUM) in Q1 2025, closing a stake of 1,050 shares — an estimated $266K sold.

Concord Asset Management (Virginia) first reported a position in HUM in Q4 2024 and held it in 1 quarter. The position peaked at $266K in Q4 2024. 903 funds tracked by Wall St. Rank hold HUM as of Q1 2025.

  • Concord Asset Management (Virginia) reported no remaining Humana position as of Q1 2025 after selling out during the quarter.
  • Concord Asset Management (Virginia) sold 1,050 Humana shares in Q1 2025, an estimated $266K.
  • Concord Asset Management (Virginia) first reported a position in Humana in Q4 2024 and held it in 1 quarter.
  • Concord Asset Management (Virginia)'s Humana position peaked at $266K in Q4 2024.
  • 903 funds tracked by Wall St. Rank held Humana as of Q1 2025.

Based on Concord Asset Management (Virginia)'s 13F filing for Q1 2025, filed 2 May 2025.