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Mendota Financial Group’s Humana HUM Stock Holding History

Mendota Financial Group’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
-190
Closed -$48.2K – 210
2024
Q4 		$48.2K Hold
190
– – 0.03% 166
2024
Q3 		$60.2K Sell
190
-129
-40% -$45.9K 0.03% 160
2024
Q2 		$119K Buy
319
+27
+9% +$9.12K 0.06% 109
2024
Q1 		$101K Buy
292
+163
+126% +$61.8K 0.06% 127
2023
Q4 		$59.1K Hold
129
– – 0.05% 188
2023
Q3 		$62.8K Buy
129
+43
+50% +$20.2K 0.07% 126
2023
Q2 		$38.5K Buy
+86
New +$43.3K 0.04% 147

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 $191B AUM 17.5% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 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 $32.7B AUM 17.15% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return

Mendota Financial Group's HUM Position: Q1 2025 in Review

Mendota Financial Group sold out of Humana (HUM) in Q1 2025, closing a stake of 190 shares — an estimated $48.2K sold.

Mendota Financial Group first reported a position in HUM in Q2 2023 and held it in 7 quarters. The position peaked at $119K in Q2 2024. 903 funds tracked by Wall St. Rank hold HUM as of Q1 2025.

  • Mendota Financial Group reported no remaining Humana position as of Q1 2025 after selling out during the quarter.
  • Mendota Financial Group sold 190 Humana shares in Q1 2025, an estimated $48.2K.
  • Mendota Financial Group first reported a position in Humana in Q2 2023 and held it in 7 quarters.
  • Mendota Financial Group's Humana position peaked at $119K in Q2 2024.
  • 903 funds tracked by Wall St. Rank held Humana as of Q1 2025.

Based on Mendota Financial Group's 13F filing for Q1 2025, filed 22 Apr 2025.