SCM
HUM icon

Schnieders Capital Management’s Humana HUM Stock Holding History

Schnieders Capital 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
Q4 		– Sell
-641
Closed -$203K – 214
2024
Q3 		$203K Buy
+641
New +$228K 0.04% 208
2024
Q1 		– Sell
-550
Closed -$252K – 213
2023
Q4 		$252K Sell
550
-50
-8% -$24.6K 0.06% 174
2023
Q3 		$292K Hold
600
– – 0.07% 149
2023
Q2 		$268K Hold
600
– – 0.06% 167
2023
Q1 		$291K Hold
600
– – 0.07% 160
2022
Q4 		$307K Sell
600
-25
-4% -$13.1K 0.07% 158
2022
Q3 		$303K Sell
625
-33
-5% -$16.1K 0.08% 151
2022
Q2 		$308K Hold
658
– – 0.09% 148
2022
Q1 		$286K Sell
658
-46
-7% -$19.2K 0.07% 166
2021
Q4 		$327K Hold
704
– – 0.08% 154
2021
Q3 		$274K Buy
704
+3
+0.4% +$1.27K 0.07% 157
2021
Q2 		$310K Hold
701
– – 0.08% 151
2021
Q1 		$294K Buy
+701
New +$280K 0.09% 153

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return