DWM
HUM icon

Drive Wealth Management’s Humana HUM Stock Holding History

Drive Wealth Management’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
Q1 		– Sell
-477
Closed -$219K – 332
2023
Q4 		$219K Sell
477
-18
-4% -$8.87K 0.07% 254
2023
Q3 		$241K Buy
+495
New +$233K 0.09% 209
2023
Q2 		– Sell
-580
Closed -$282K – 297
2023
Q1 		$282K Buy
580
+38
+7% +$18.8K 0.12% 186
2022
Q4 		$278K Sell
542
-107
-16% -$56.2K 0.14% 169
2022
Q3 		$315K Sell
649
-95
-13% -$46.2K 0.3% 104
2022
Q2 		$349K Buy
744
+42
+6% +$18.7K 0.32% 97
2022
Q1 		$306K Buy
702
+113
+19% +$47.3K 0.26% 101
2021
Q4 		$274K Buy
+589
New +$261K 0.24% 108

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
State Street
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return