MLM
HUM icon

Mount Lucas Management’s Humana HUM Stock Holding History

Mount Lucas 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
Q2 		– Sell
-4,646
Closed -$1.61M – 175
2024
Q1 		$1.61M Sell
4,646
-418
-8% -$158K 0.54% 75
2023
Q4 		$2.32M Buy
5,064
+51
+1% +$25.1K 0.82% 64
2023
Q3 		$2.44M Sell
5,013
-292
-6% -$137K 0.93% 39
2023
Q2 		$2.37M Buy
+5,305
New +$2.67M 0.85% 57
2021
Q4 		– Sell
-8,486
Closed -$3.3M – 148
2021
Q3 		$3.3M Sell
8,486
-650
-7% -$276K 1.04% 43
2021
Q2 		$4.04M Buy
9,136
+1,250
+16% +$546K 1.08% 35
2021
Q1 		$3.31M Buy
7,886
+752
+11% +$300K 0.97% 39
2020
Q4 		$2.93M Buy
+7,134
New +$2.97M 0.64% 60

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
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return