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Epoch Investment Partners’s Humana HUM Stock Holding History

Epoch Investment Partners’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
Q2 		– Sell
-106,915
Closed -$51.9M – 452
2023
Q1 		$51.9M Sell
106,915
-43,860
-29% -$21.7M 0.31% 108
2022
Q4 		$77.2M Buy
+150,775
New +$79.2M 0.46% 69
2022
Q2 		– Sell
-42,879
Closed -$18.7M – 446
2022
Q1 		$18.7M Buy
+42,879
New +$17.9M 0.09% 222

Other funds holding HUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Capital International Investors
Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return
GQG Partners
GQG Partners Ft. Lauderdale, Florida $63.1B AUM 23.07% 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

Epoch Investment Partners's HUM Position: Q2 2023 in Review

Epoch Investment Partners sold out of Humana (HUM) in Q2 2023, closing a stake of 106,915 shares — an estimated $51.9M sold.

Epoch Investment Partners first reported a position in HUM in Q1 2022 and held it in 3 quarters. The position peaked at $77.2M in Q4 2022. 1,072 funds tracked by Wall St. Rank hold HUM as of Q2 2023.

  • Epoch Investment Partners reported no remaining Humana position as of Q2 2023 after selling out during the quarter.
  • Epoch Investment Partners sold 106,915 Humana shares in Q2 2023, an estimated $51.9M.
  • Epoch Investment Partners first reported a position in Humana in Q1 2022 and held it in 3 quarters.
  • Epoch Investment Partners's Humana position peaked at $77.2M in Q4 2022.
  • 1,072 funds tracked by Wall St. Rank held Humana as of Q2 2023.

Based on Epoch Investment Partners's 13F filing for Q2 2023, filed 11 Aug 2023.