FC
HUM icon

Fulcrum Capital’s Humana HUM Stock Holding History

Fulcrum Capital’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
Q4 		– Sell
-6,769
Closed -$2.14M – 115
2024
Q3 		$2.14M Sell
6,769
-45
-0.7% -$16K 0.47% 40
2024
Q2 		$2.55M Buy
6,814
+1,087
+19% +$367K 0.58% 37
2024
Q1 		$1.99M Buy
5,727
+1,460
+34% +$553K 0.47% 40
2023
Q4 		$1.95M Sell
4,267
-1,345
-24% -$663K 0.51% 40
2023
Q3 		$2.73M Sell
5,612
-224
-4% -$105K 0.79% 36
2023
Q2 		$2.61M Sell
5,836
-109
-2% -$54.9K 0.69% 38
2023
Q1 		$2.89M Sell
5,945
-157
-3% -$77.6K 0.78% 38
2022
Q4 		$3.13M Buy
6,102
+540
+10% +$284K 0.9% 38
2022
Q3 		$2.7M Sell
5,562
-444
-7% -$216K 0.8% 41
2022
Q2 		$2.81M Buy
+6,006
New +$2.67M 0.88% 37

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return