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Rockbridge Investment Management’s Humana HUM Stock Holding History

Rockbridge Investment 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
Q1 		– Sell
-17
Closed -$7.78K – 339
2023
Q4 		$7.78K Buy
+17
New +$8.38K ﹤0.01% 421
2022
Q3 		– Sell
-28
Closed -$13.1K – 314
2022
Q2 		$13.1K Hold
28
– – ﹤0.01% 341
2022
Q1 		$12.4K Hold
28
– – ﹤0.01% 484
2021
Q4 		$13K Hold
28
– – ﹤0.01% 537
2021
Q3 		$11K Hold
28
– – ﹤0.01% 510
2021
Q2 		$12K Hold
28
– – ﹤0.01% 501
2021
Q1 		$12K Hold
28
– – ﹤0.01% 485
2020
Q4 		$11K Sell
28
-7
-20% -$2.91K ﹤0.01% 494
2020
Q3 		$14K Sell
35
-15
-30% -$6.03K ﹤0.01% 432
2020
Q2 		$19K Buy
+50
New +$18.7K ﹤0.01% 345

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return