Evoke Wealth’s Humana HUM Stock Holding History

Evoke Wealth’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 Q3	–	Sell	-992	Closed	-$243K	–	668
2025 Q2	$243K	Buy	+992	New	+$247K	0.01%	510
2022 Q4	–	Sell	-86	Closed	-$42K	–	719
2022 Q3	$42K	Buy	86 +4	+5%	+$1.95K	﹤0.01%	542
2022 Q2	$38K	Sell	82 -2	-2%	-$890	﹤0.01%	551
2022 Q1	$37K	Buy	84 +9	+12%	+$3.77K	﹤0.01%	563
2021 Q4	$35K	Hold	75	–	–	﹤0.01%	581
2021 Q3	$29K	Sell	75 -9	-11%	-$3.82K	﹤0.01%	575
2021 Q2	$37K	Sell	84 -5	-6%	-$2.18K	﹤0.01%	560
2021 Q1	$37K	Buy	89 +12	+16%	+$4.79K	﹤0.01%	489
2020 Q4	$32K	Hold	77	–	–	﹤0.01%	429
2020 Q3	$32K	Hold	77	–	–	﹤0.01%	415
2020 Q2	$30K	Hold	77	–	–	﹤0.01%	414
2020 Q1	$24.2K	Sell	77 -24	-24%	-$8.1K	﹤0.01%	412
2019 Q4	$37.1K	Buy	101 +1	+1%	+$317	﹤0.01%	467
2019 Q3	$25.6K	Buy	+100	New	+$28K	﹤0.01%	597

Other funds holding HUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Eagle Capital Management (New York)

Eagle Capital Management (New York) New York $29.8B AUM 12.13% 1-Year Est. Return

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return