LF
HUM icon

Lee Financial’s Humana HUM Stock Holding History

Lee Financial’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
Q1 		– Sell
-33
Closed -$15.1K – 464
2023
Q4 		$15.1K Buy
33
+5
+18% +$2.46K ﹤0.01% 361
2023
Q3 		$13.6K Buy
28
+10
+56% +$4.7K ﹤0.01% 360
2023
Q2 		$8.06K Hold
18
– – ﹤0.01% 443
2023
Q1 		$8.76K Sell
18
-17
-49% -$8.4K ﹤0.01% 443
2022
Q4 		$17.9K Buy
35
+20
+133% +$10.5K ﹤0.01% 361
2022
Q3 		$7K Hold
15
– – ﹤0.01% 494
2022
Q2 		$7K Buy
15
+11
+275% +$4.89K ﹤0.01% 502
2022
Q1 		$2K Sell
4
-21
-84% -$8.79K ﹤0.01% 650
2021
Q4 		$12K Buy
+25
New +$11.1K ﹤0.01% 464
2020
Q2 		– Sell
-11
Closed -$3K – 530
2020
Q1 		$3K Hold
11
– – ﹤0.01% 411
2019
Q4 		$4K Hold
11
– – ﹤0.01% 428
2019
Q3 		$3K Hold
11
– – ﹤0.01% 451
2019
Q2 		$3K Hold
11
– – ﹤0.01% 459
2019
Q1 		$3K Hold
11
– – ﹤0.01% 449
2018
Q4 		$3K Hold
11
– – ﹤0.01% 392
2018
Q3 		$4K Hold
11
– – ﹤0.01% 418
2018
Q2 		$3K Hold
11
– – ﹤0.01% 688
2018
Q1 		$3K Hold
11
– – ﹤0.01% 669
2017
Q4 		$3K Hold
11
– – ﹤0.01% 442
2017
Q3 		$3K Hold
11
– – ﹤0.01% 438
2017
Q2 		$3K Buy
+11
New +$2.49K ﹤0.01% 439

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return