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Coppell Advisory Solutions’s Humana HUM Stock Holding History

Coppell Advisory Solutions’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
-82
Closed -$20.8K – 1013
2024
Q4 		$20.8K Buy
82
+11
+15% +$2.95K ﹤0.01% 875
2024
Q3 		$22.7K Buy
71
+2
+3% +$712 ﹤0.01% 819
2024
Q2 		$25.8K Buy
+69
New +$23.3K ﹤0.01% 688
2023
Q4 		$13.3K Buy
+29
New +$14.3K ﹤0.01% 862

Other funds holding HUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Coppell Advisory Solutions's HUM Position: Q1 2025 in Review

Coppell Advisory Solutions sold out of Humana (HUM) in Q1 2025, closing a stake of 82 shares — an estimated $20.8K sold.

Coppell Advisory Solutions first reported a position in HUM in Q4 2023 and held it in 4 quarters. The position peaked at $25.8K in Q2 2024. 902 funds tracked by Wall St. Rank hold HUM as of Q1 2025.

  • Coppell Advisory Solutions reported no remaining Humana position as of Q1 2025 after selling out during the quarter.
  • Coppell Advisory Solutions sold 82 Humana shares in Q1 2025, an estimated $20.8K.
  • Coppell Advisory Solutions first reported a position in Humana in Q4 2023 and held it in 4 quarters.
  • Coppell Advisory Solutions's Humana position peaked at $25.8K in Q2 2024.
  • 902 funds tracked by Wall St. Rank held Humana as of Q1 2025.

Based on Coppell Advisory Solutions's 13F filing for Q1 2025, filed 16 May 2025.