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Lindbrook Capital’s Humana HUM Stock Holding History

Lindbrook Capital’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 		$270K Buy
1,020
+387
+61% +$105K 0.02% 336
2024
Q4 		$161K Sell
633
-500
-44% -$134K 0.01% 430
2024
Q3 		$359K Sell
1,133
-306
-21% -$109K 0.03% 274
2024
Q2 		$538K Buy
1,439
+359
+33% +$121K 0.05% 196
2024
Q1 		$374K Buy
1,080
+206
+24% +$78.1K 0.04% 249
2023
Q4 		$400K Buy
874
+98
+13% +$48.3K 0.04% 231
2023
Q3 		$378K Sell
776
-59
-7% -$27.7K 0.04% 217
2023
Q2 		$373K Sell
835
-4
-0.5% -$2.01K 0.04% 222
2023
Q1 		$407K Buy
839
+106
+14% +$52.4K 0.05% 200
2022
Q4 		$375K Buy
733
+115
+19% +$60.4K 0.05% 211
2022
Q3 		$300K Buy
618
+74
+14% +$36K 0.05% 208
2022
Q2 		$255K Buy
544
+9
+2% +$4K 0.04% 237
2022
Q1 		$233K Buy
535
+3
+0.6% +$1.25K 0.04% 257
2021
Q4 		$247K Buy
532
+299
+128% +$132K 0.04% 260
2021
Q3 		$91K Hold
233
– – 0.02% 284
2021
Q2 		$103K Buy
233
+2
+0.9% +$874 0.02% 286
2021
Q1 		$97K Buy
231
+25
+12% +$9.98K 0.02% 278
2020
Q4 		$85K Buy
206
+3
+1% +$1.25K 0.02% 271
2020
Q3 		$84K Sell
203
-22
-10% -$8.85K 0.02% 244
2020
Q2 		$87K Sell
225
-1
-0.4% -$374 0.03% 236
2020
Q1 		$71K Sell
226
-28
-11% -$9.44K 0.03% 241
2019
Q4 		$93K Sell
254
-73
-22% -$23.2K 0.03% 260
2019
Q3 		$84K Buy
327
+35
+12% +$9.81K 0.03% 270
2019
Q2 		$77K Buy
292
+7
+2% +$1.77K 0.03% 290
2019
Q1 		$75K Buy
285
+22
+8% +$6.34K 0.03% 287
2018
Q4 		$75K Buy
+263
New +$83.4K 0.04% 245

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 $182B AUM 14.68% 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 $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 $1.56T 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

Lindbrook Capital's HUM Position: Q1 2025 in Review

Lindbrook Capital increased its Humana (HUM) stake by 61% in Q1 2025, buying an estimated $105K and bringing the position to 1,020 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #336.

Lindbrook Capital first reported a position in HUM in Q4 2018 and has held it in 26 quarters since. The position peaked at $538K in Q2 2024. 901 funds tracked by Wall St. Rank hold HUM as of Q1 2025.

  • Lindbrook Capital held 1,020 shares of Humana worth $270K as of Q1 2025.
  • Lindbrook Capital bought 387 Humana shares in Q1 2025, an estimated $105K.
  • Humana made up 0.02% of Lindbrook Capital's portfolio in Q1 2025, its #336 holding.
  • Lindbrook Capital first reported a position in Humana in Q4 2018 and has held it in 26 quarters since.
  • Lindbrook Capital's Humana position peaked at $538K in Q2 2024.
  • 901 funds tracked by Wall St. Rank held Humana as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.