HighPoint Advisor Group’s Humana HUM Stock Holding History

HighPoint Advisor Group’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	-1,749	Closed	-$428K	–	702
2025 Q2	$428K	Buy	1,749 +10	+0.6%	+$2.49K	0.02%	415
2025 Q1	$451K	Buy	1,739 +230	+15%	+$62.2K	0.03%	383
2024 Q4	$388K	Buy	1,509 +87	+6%	+$23.3K	0.02%	435
2024 Q3	$371K	Buy	1,422 +128	+10%	+$45.6K	0.02%	430
2024 Q2	$523K	Sell	1,294 -94	-7%	-$31.7K	0.03%	339
2024 Q1	$471K	Buy	1,388 +389	+39%	+$147K	0.03%	358
2023 Q4	$347K	Buy	+999	New	+$492K	0.02%	433
2022 Q2	$216K	Buy	+453	New	+$202K	0.02%	478
2021 Q3	–	Sell	-480	Closed	-$213K	–	582
2021 Q2	$213K	Buy	+480	New	+$210K	0.02%	489
2019 Q4	–	Sell	-467	Closed	-$148K	–	414
2019 Q3	$148K	Buy	467 +80	+21%	+$22.4K	0.03%	368
2019 Q2	$109K	Buy	+387	New	+$98.1K	0.03%	436

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