EHC
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Everett Harris & Co’s Humana HUM Stock Holding History

Everett Harris & Co’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
-509
Closed -$233K – 275
2023
Q4 		$233K Sell
509
-6
-1% -$2.96K ﹤0.01% 239
2023
Q3 		$251K Hold
515
– – ﹤0.01% 222
2023
Q2 		$230K Hold
515
– – ﹤0.01% 236
2023
Q1 		$250K Hold
515
– – ﹤0.01% 229
2022
Q4 		$264K Hold
515
– – ﹤0.01% 225
2022
Q3 		$250K Sell
515
-6
-1% -$2.92K ﹤0.01% 221
2022
Q2 		$244K Sell
521
-15
-3% -$6.67K ﹤0.01% 235
2022
Q1 		$233K Buy
536
+46
+9% +$19.2K ﹤0.01% 252
2021
Q4 		$227K Buy
+490
New +$217K ﹤0.01% 250
2021
Q3 		– Sell
-490
Closed -$217K – 269
2021
Q2 		$217K Sell
490
-31
-6% -$13.5K ﹤0.01% 250
2021
Q1 		$218K Hold
521
– – ﹤0.01% 240
2020
Q4 		$214K Buy
+521
New +$217K ﹤0.01% 238

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