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Occudo Quantitative Strategies’s Humana HUM Stock Holding History

Occudo Quantitative Strategies’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
Q3 		– Sell
-6,294
Closed -$1.54M – 751
2025
Q2 		$1.54M Sell
6,294
-1,883
-23% -$469K 0.17% 157
2025
Q1 		$2.16M Buy
+8,177
New +$2.21M 0.29% 96
2024
Q4 		– Sell
-2,998
Closed -$950K – 796
2024
Q3 		$950K Buy
2,998
+1,808
+152% +$644K 0.17% 162
2024
Q2 		$445K Sell
1,190
-4,756
-80% -$1.61M 0.08% 324
2024
Q1 		$2.06M Buy
5,946
+4,283
+258% +$1.62M 0.36% 62
2023
Q4 		$761K Sell
1,663
-1,097
-40% -$541K 0.1% 271
2023
Q3 		$1.34M Sell
2,760
-2,909
-51% -$1.37M 0.17% 180
2023
Q2 		$2.53M Buy
+5,669
New +$2.85M 0.26% 91
2022
Q3 		– Sell
-2,191
Closed -$1.03M – 1295
2022
Q2 		$1.03M Buy
+2,191
New +$975K 0.08% 374
2021
Q4 		– Sell
-3,086
Closed -$1.2M – 1145
2021
Q3 		$1.2M Sell
3,086
-1,038
-25% -$441K 0.14% 214
2021
Q2 		$1.83M Sell
4,124
-1,115
-21% -$487K 0.28% 78
2021
Q1 		$2.2M Buy
5,239
+2,467
+89% +$985K 0.48% 23
2020
Q4 		$1.14M Buy
+2,772
New +$1.15M 0.36% 46

Other funds holding HUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 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
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Occudo Quantitative Strategies's HUM Position: Q3 2025 in Review

Occudo Quantitative Strategies sold out of Humana (HUM) in Q3 2025, closing a stake of 6,294 shares — an estimated $1.54M sold.

Occudo Quantitative Strategies first reported a position in HUM in Q4 2020 and held it in 13 quarters. The position peaked at $2.53M in Q2 2023. 892 funds tracked by Wall St. Rank hold HUM as of Q3 2025.

  • Occudo Quantitative Strategies reported no remaining Humana position as of Q3 2025 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 6,294 Humana shares in Q3 2025, an estimated $1.54M.
  • Occudo Quantitative Strategies first reported a position in Humana in Q4 2020 and held it in 13 quarters.
  • Occudo Quantitative Strategies's Humana position peaked at $2.53M in Q2 2023.
  • 892 funds tracked by Wall St. Rank held Humana as of Q3 2025.

Based on Occudo Quantitative Strategies's 13F filing for Q3 2025, filed 14 Nov 2025.