JAG
HUM icon

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 $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
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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return