PMA
HUM icon

Prudent Man Advisors’s Humana HUM Stock Holding History

Prudent Man Advisors’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
-1,156
Closed -$432K – 187
2024
Q2 		$432K Buy
1,156
+42
+4% +$14.2K 0.15% 122
2024
Q1 		$386K Sell
1,114
-48
-4% -$18.2K 0.14% 126
2023
Q4 		$532K Sell
1,162
-22
-2% -$10.8K 0.2% 114
2023
Q3 		$576K Sell
1,184
-35
-3% -$16.4K 0.23% 103
2023
Q2 		$545K Sell
1,219
-17
-1% -$8.56K 0.2% 107
2023
Q1 		$600K Sell
1,236
-3
-0.2% -$1.48K 0.23% 100
2022
Q4 		$635K Sell
1,239
-22
-2% -$11.6K 0.26% 99
2022
Q3 		$612K Sell
1,261
-1
-0.1% -$486 0.29% 76
2022
Q2 		$591K Sell
1,262
-11
-0.9% -$4.89K 0.28% 77
2022
Q1 		$554K Buy
1,273
+198
+18% +$82.8K 0.22% 92
2021
Q4 		$499K Buy
1,075
+2
+0.2% +$885 0.19% 100
2021
Q3 		$418K Sell
1,073
-11
-1% -$4.67K 0.16% 114
2021
Q2 		$480K Buy
1,084
+44
+4% +$19.2K 0.19% 103
2021
Q1 		$436K Buy
1,040
+48
+5% +$19.2K 0.18% 99
2020
Q4 		$407K Buy
992
+123
+14% +$51.1K 0.17% 103
2020
Q3 		$360K Buy
869
+37
+4% +$14.9K 0.19% 96
2020
Q2 		$323K Buy
+832
New +$311K 0.29% 92

Other funds holding HUM

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dodge & Cox
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