Prospera Financial Services’s Humana HUM Stock Holding History

Prospera Financial Services’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	-1,354	Closed	-$344K	–	1201
2024 Q4	$344K	Sell	1,354 -139	-9%	-$37.3K	0.01%	875
2024 Q3	$474K	Sell	1,493 -209	-12%	-$74.4K	0.01%	742
2024 Q2	$637K	Sell	1,702 -136	-7%	-$45.9K	0.02%	626
2024 Q1	$638K	Buy	1,838 +599	+48%	+$227K	0.02%	622
2023 Q4	$567K	Buy	+1,239	New	+$611K	0.02%	617
2022 Q3	–	Sell	-124	Closed	-$58K	–	1181
2022 Q2	$58K	Buy	124 +1	+0.8%	+$445	﹤0.01%	1006
2022 Q1	$54K	Buy	+123	New	+$51.5K	﹤0.01%	1340
2020 Q4	–	Sell	-94	Closed	-$39K	–	1069
2020 Q3	$39K	Buy	+94	New	+$37.8K	0.01%	695
2020 Q1	–	Sell	-615	Closed	-$225K	–	568
2019 Q4	$225K	Sell	615 -1,175	-66%	-$373K	0.02%	543
2019 Q3	$458K	Buy	+1,790	New	+$502K	0.05%	326

Other funds holding HUM

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

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

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

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

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

JP Morgan Chase

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

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return