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Cooper Financial Group’s Humana HUM Stock Holding History

Cooper 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
2024
Q4 		– Sell
-2,249
Closed -$712K – 399
2024
Q3 		$712K Buy
2,249
+68
+3% +$24.2K 0.09% 194
2024
Q2 		$815K Buy
2,181
+943
+76% +$318K 0.12% 152
2024
Q1 		$429K Sell
1,238
-1,097
-47% -$416K 0.07% 243
2023
Q4 		$1.07M Buy
2,335
+647
+38% +$319K 0.19% 104
2023
Q3 		$821K Buy
1,688
+58
+4% +$27.3K 0.2% 118
2023
Q2 		$729K Buy
1,630
+796
+95% +$401K 0.18% 134
2023
Q1 		$405K Buy
834
+1
+0.1% +$494 0.11% 198
2022
Q4 		$427K Hold
833
– – 0.13% 170
2022
Q3 		$404K Buy
833
+2
+0.2% +$973 0.15% 147
2022
Q2 		$389K Buy
+831
New +$370K 0.14% 150

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return