Global Financial Private Client’s Humana HUM Stock Holding History

Global Financial Private Client’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	-279	Closed	-$73.8K	–	834
2025 Q1	$73.8K	Buy	279 +5	+2%	+$1.35K	0.03%	292
2024 Q4	$69.5K	Buy	274 +1	+0.4%	+$268	0.03%	295
2024 Q3	$86.5K	Hold	273	–	–	0.03%	273
2024 Q2	$102K	Hold	273	–	–	0.04%	234
2024 Q1	$95.9K	Hold	273	–	–	0.04%	240
2023 Q4	$125K	Hold	273	–	–	0.06%	206
2023 Q3	$134K	Hold	273	–	–	0.07%	188
2023 Q2	$122K	Hold	273	–	–	0.06%	203
2023 Q1	$139K	Hold	273	–	–	0.07%	177
2022 Q4	$140K	Hold	273	–	–	0.08%	167
2022 Q3	$136K	Hold	273	–	–	0.08%	170
2022 Q2	$131K	Buy	273 +21	+8%	+$9.34K	0.07%	168
2022 Q1	$111K	Buy	252 +250	+12,500%	+$105K	0.05%	180
2021 Q4	$928	Hold	2	–	–	﹤0.01%	576
2021 Q3	$783	Hold	2	–	–	﹤0.01%	545
2021 Q2	$895	Hold	2	–	–	﹤0.01%	544
2021 Q1	$826	Hold	2	–	–	﹤0.01%	519
2020 Q4	$821	Buy	+2	New	+$832	﹤0.01%	499

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