LIA
HUM icon

LBMC Investment Advisors’s Humana HUM Stock Holding History

LBMC Investment Advisors’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
Q3 		– Sell
-600
Closed -$224K – 197
2024
Q2 		$224K Hold
600
– – 0.02% 178
2024
Q1 		$208K Hold
600
– – 0.02% 176
2023
Q4 		$275K Hold
600
– – 0.03% 132
2023
Q3 		$293K Hold
600
– – 0.03% 121
2023
Q2 		$268K Hold
600
– – 0.03% 132
2023
Q1 		$291K Hold
600
– – 0.03% 125
2022
Q4 		$307K Hold
600
– – 0.03% 118
2022
Q3 		$291K Hold
600
– – 0.03% 115
2022
Q2 		$281K Hold
600
– – 0.03% 116
2022
Q1 		$261K Hold
600
– – 0.02% 130
2021
Q4 		$278K Sell
600
-524
-47% -$232K 0.02% 137
2021
Q3 		$233 Buy
1,124
+524
+87% +$222K 0.02% 149
2021
Q2 		$266K Buy
+600
New +$262K 0.03% 137

Other funds holding HUM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return