Mawer Investment Management
HUM icon

Mawer Investment Management’s Humana HUM Stock Holding History

Mawer Investment Management’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
Q4 		– Sell
-27,373
Closed -$8.67M – 105
2024
Q3 		$8.67M Sell
27,373
-10,929
-29% -$3.89M 0.04% 94
2024
Q2 		$14.3M Buy
38,302
+14,213
+59% +$4.8M 0.07% 80
2024
Q1 		$8.35M Buy
24,089
+12,066
+100% +$4.57M 0.04% 86
2023
Q4 		$5.5M Buy
12,023
+985
+9% +$486K 0.03% 80
2023
Q3 		$5.37M Buy
11,038
+1,028
+10% +$483K 0.03% 79
2023
Q2 		$4.48M Buy
10,010
+2,923
+41% +$1.47M 0.02% 78
2023
Q1 		$3.44M Buy
7,087
+1,077
+18% +$532K 0.02% 82
2022
Q4 		$3.08M Buy
6,010
+2,493
+71% +$1.31M 0.02% 86
2022
Q3 		$1.71M Buy
+3,517
New +$1.71M 0.01% 88

Other funds holding HUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Mawer Investment Management's HUM Position: Q4 2024 in Review

Mawer Investment Management sold out of Humana (HUM) in Q4 2024, closing a stake of 27,373 shares — an estimated $8.67M sold.

Mawer Investment Management first reported a position in HUM in Q3 2022 and held it in 9 quarters. The position peaked at $14.3M in Q2 2024. 876 funds tracked by Wall St. Rank hold HUM as of Q4 2024.

  • Mawer Investment Management reported no remaining Humana position as of Q4 2024 after selling out during the quarter.
  • Mawer Investment Management sold 27,373 Humana shares in Q4 2024, an estimated $8.67M.
  • Mawer Investment Management first reported a position in Humana in Q3 2022 and held it in 9 quarters.
  • Mawer Investment Management's Humana position peaked at $14.3M in Q2 2024.
  • 876 funds tracked by Wall St. Rank held Humana as of Q4 2024.

Based on Mawer Investment Management's 13F filing for Q4 2024, filed 12 Feb 2025.