DI
HUM icon

Disciplined Investments’s Humana HUM Stock Holding History

Disciplined Investments’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
2023
Q3 		– Sell
-83
Closed -$37.1K – 754
2023
Q2 		$37.1K Sell
83
-74
-47% -$37.3K 0.02% 227
2023
Q1 		$76.2K Hold
157
– – 0.03% 193
2022
Q4 		$80.4K Hold
157
– – 0.04% 167
2022
Q3 		$76K Buy
157
+1
+0.6% +$486 0.03% 181
2022
Q2 		$73K Buy
156
+1
+0.6% +$445 0.03% 190
2022
Q1 		$67K Buy
155
+5
+3% +$2.09K 0.03% 197
2021
Q4 		$70K Hold
150
– – 0.03% 182
2021
Q3 		$58K Hold
150
– – 0.03% 188
2021
Q2 		$66K Hold
150
– – 0.03% 176
2021
Q1 		$63K Hold
150
– – 0.04% 166
2020
Q4 		$62K Hold
150
– – 0.04% 139
2020
Q3 		$62K Hold
150
– – 0.05% 143
2020
Q2 		$58K Hold
150
– – 0.05% 151
2020
Q1 		$47K Hold
150
– – 0.04% 161
2019
Q4 		$55K Buy
+150
New +$47.6K 0.05% 158

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Capital Research Global Investors
Capital Research Global Investors Los Angeles, California $645B AUM 30.41% 1-Year Est. Return