Financial Perspectives’s Humana HUM Stock Holding History

Financial Perspectives’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 Q2	–	Sell	-676	Closed	-$179K	–	728
2025 Q1	$179K	Hold	676	–	–	0.06%	152
2024 Q4	$172K	Hold	676	–	–	0.06%	154
2024 Q3	$214K	Hold	676	–	–	0.07%	135
2024 Q2	$253K	Hold	676	–	–	0.09%	120
2024 Q1	$234K	Hold	676	–	–	0.09%	128
2023 Q4	$310K	Hold	676	–	–	0.13%	104
2023 Q3	$329K	Hold	676	–	–	0.15%	82
2023 Q2	$302K	Hold	676	–	–	0.13%	95
2023 Q1	$328K	Hold	676	–	–	0.16%	84
2022 Q4	$346K	Hold	676	–	–	0.18%	79
2022 Q3	$328K	Hold	676	–	–	0.18%	79
2022 Q2	$317K	Hold	676	–	–	0.18%	80
2022 Q1	$294K	Hold	676	–	–	0.14%	97
2021 Q4	$314K	Hold	676	–	–	0.15%	90
2021 Q3	$263K	Hold	676	–	–	0.13%	102
2021 Q2	$299K	Sell	676 -282,843	-100%	-$124M	0.15%	101
2021 Q1	$676K	Buy	283,519 +282,843	+41,841%	+$113M	0.03%	253
2020 Q4	$277K	Buy	676 +338	+100%	+$141K	0.16%	90
2020 Q3	$140K	Hold	338	–	–	0.09%	126
2020 Q2	$131K	Hold	338	–	–	0.09%	121
2020 Q1	$106K	Buy	+338	New	+$114K	0.09%	110

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

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

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

JP Morgan Chase

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

Sessa Capital New York $5.26B AUM 47.23% 1-Year Est. Return