SIA
HUM icon

Schechter Investment Advisors’s Humana HUM Stock Holding History

Schechter Investment 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
2025
Q1 		– Sell
-963
Closed -$244K – 656
2024
Q4 		$244K Buy
+963
New +$258K 0.02% 529
2024
Q1 		– Sell
-444
Closed -$203K – 675
2023
Q4 		$203K Sell
444
-87
-16% -$42.9K 0.02% 562
2023
Q3 		$258K Buy
531
+50
+10% +$23.5K 0.03% 487
2023
Q2 		$215K Sell
481
-611
-56% -$308K 0.02% 573
2023
Q1 		$530K Buy
1,092
+315
+41% +$156K 0.05% 397
2022
Q4 		$398K Buy
777
+4
+0.5% +$2.1K 0.04% 560
2022
Q3 		$375K Buy
773
+211
+38% +$103K 0.04% 611
2022
Q2 		$263K Buy
+562
New +$250K 0.03% 755

Other funds holding HUM

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dodge & Cox
Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return
State Street
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 $1.56T 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

Schechter Investment Advisors's HUM Position: Q1 2025 in Review

Schechter Investment Advisors sold out of Humana (HUM) in Q1 2025, closing a stake of 963 shares — an estimated $244K sold.

Schechter Investment Advisors first reported a position in HUM in Q2 2022 and held it in 8 quarters. The position peaked at $530K in Q1 2023. 900 funds tracked by Wall St. Rank hold HUM as of Q1 2025.

  • Schechter Investment Advisors reported no remaining Humana position as of Q1 2025 after selling out during the quarter.
  • Schechter Investment Advisors sold 963 Humana shares in Q1 2025, an estimated $244K.
  • Schechter Investment Advisors first reported a position in Humana in Q2 2022 and held it in 8 quarters.
  • Schechter Investment Advisors's Humana position peaked at $530K in Q1 2023.
  • 900 funds tracked by Wall St. Rank held Humana as of Q1 2025.

Based on Schechter Investment Advisors's 13F filing for Q1 2025, filed 1 May 2025.