Oxinas Partners Wealth Management’s Humana HUM Stock Holding History

Oxinas Partners Wealth 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 Q3	–	Sell	-898	Closed	-$336K	–	121
2024 Q2	$336K	Buy	898 +3	+0.3%	+$1.01K	0.22%	91
2024 Q1	$310K	Buy	895 +2	+0.2%	+$758	0.2%	91
2023 Q4	$409K	Sell	893 -14	-2%	-$6.9K	0.29%	71
2023 Q3	$441K	Sell	907 -4	-0.4%	-$1.88K	0.33%	61
2023 Q2	$407K	Buy	911 +1	+0.1%	+$503	0.27%	76
2023 Q1	$442K	Sell	910 -49	-5%	-$24.2K	0.32%	65
2022 Q4	$491K	Sell	959 -180	-16%	-$94.6K	0.41%	55
2022 Q3	$553K	Hold	1,139	–	–	0.46%	52
2022 Q2	$533K	Sell	1,139 -38	-3%	-$16.9K	0.4%	52
2022 Q1	$512K	Buy	1,177 +38	+3%	+$15.9K	0.32%	65
2021 Q4	$528K	Buy	1,139 +1	+0.1%	+$443	0.3%	85
2021 Q3	$443K	Sell	1,138 -17	-1%	-$7.22K	0.26%	88
2021 Q2	$512K	Hold	1,155	–	–	0.29%	85
2021 Q1	$484K	Sell	1,155 -12	-1%	-$4.79K	0.31%	84
2020 Q4	$479K	Buy	+1,167	New	+$485K	0.36%	73

Other funds holding HUM

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 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

JP Morgan Chase

JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pzena Investment Management

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return