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Journey Advisory Group’s Humana HUM Stock Holding History

Journey Advisory 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
Q1 		– Sell
-903
Closed -$337K – 278
2024
Q4 		$337K Hold
903
– – 0.04% 183
2024
Q3 		$337K Buy
903
+65
+8% +$23.1K 0.04% 183
2024
Q2 		$313K Sell
838
-357
-30% -$121K 0.04% 186
2024
Q1 		$414K Sell
1,195
-360
-23% -$136K 0.05% 174
2023
Q4 		$712K Sell
1,555
-246
-14% -$121K 0.1% 124
2023
Q3 		$876K Sell
1,801
-45
-2% -$21.1K 0.13% 116
2023
Q2 		$825K Sell
1,846
-715
-28% -$360K 0.12% 120
2023
Q1 		$1.24M Sell
2,561
-1,691
-40% -$836K 0.2% 103
2022
Q4 		$2.18M Sell
4,252
-865
-17% -$455K 0.54% 54
2022
Q3 		$2.48M Sell
5,117
-285
-5% -$139K 0.63% 41
2022
Q2 		$2.56M Sell
5,402
-365
-6% -$162K 0.59% 43
2022
Q1 		$2.51M Sell
5,767
-250
-4% -$105K 0.64% 38
2021
Q4 		$2.79M Sell
6,017
-64
-1% -$28.3K 0.77% 32
2021
Q3 		$2.37M Sell
6,081
-144
-2% -$61.1K 0.77% 30
2021
Q2 		$2.76M Sell
6,225
-25
-0.4% -$10.9K 0.88% 30
2021
Q1 		$2.62M Buy
6,250
+100
+2% +$39.9K 0.92% 29
2020
Q4 		$2.52M Buy
+6,150
New +$2.56M 0.94% 30

Other funds holding HUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
Eagle Capital Management (New York)
Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Journey Advisory Group's HUM Position: Q1 2025 in Review

Journey Advisory Group sold out of Humana (HUM) in Q1 2025, closing a stake of 903 shares — an estimated $337K sold.

Journey Advisory Group first reported a position in HUM in Q4 2020 and held it in 17 quarters. The position peaked at $2.79M in Q4 2021. 902 funds tracked by Wall St. Rank hold HUM as of Q1 2025.

  • Journey Advisory Group reported no remaining Humana position as of Q1 2025 after selling out during the quarter.
  • Journey Advisory Group sold 903 Humana shares in Q1 2025, an estimated $337K.
  • Journey Advisory Group first reported a position in Humana in Q4 2020 and held it in 17 quarters.
  • Journey Advisory Group's Humana position peaked at $2.79M in Q4 2021.
  • 902 funds tracked by Wall St. Rank held Humana as of Q1 2025.

Based on Journey Advisory Group's 13F filing for Q1 2025, filed 13 May 2025.