Lee, Danner & Bass’s Humana HUM Stock Holding History

Lee, Danner & Bass’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	-8	Closed	-$2.03K	–	441
2024 Q4	$2.03K	Buy	+8	New	+$2.15K	﹤0.01%	675

Other funds holding HUM

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Lee, Danner & Bass's HUM Position: Q1 2025 in Review

Lee, Danner & Bass sold out of Humana (HUM) in Q1 2025, closing a stake of 8 shares — an estimated $2.03K sold.

Lee, Danner & Bass first reported a position in HUM in Q4 2024 and held it in 1 quarter. The position peaked at $2.03K in Q4 2024. 902 funds tracked by Wall St. Rank hold HUM as of Q1 2025.

Lee, Danner & Bass reported no remaining Humana position as of Q1 2025 after selling out during the quarter.
Lee, Danner & Bass sold 8 Humana shares in Q1 2025, an estimated $2.03K.
Lee, Danner & Bass first reported a position in Humana in Q4 2024 and held it in 1 quarter.
Lee, Danner & Bass's Humana position peaked at $2.03K in Q4 2024.
902 funds tracked by Wall St. Rank held Humana as of Q1 2025.

Based on Lee, Danner & Bass's 13F filing for Q1 2025, filed 29 Apr 2025.