Sierra Ocean’s Humana HUM Stock Holding History

Sierra Ocean’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 Q3	–	Sell	-3	Closed	-$733	–	455
2025 Q2	$733	Sell	3 -10	-77%	-$2.49K	﹤0.01%	972
2025 Q1	$3.44K	Buy	13 +7	+117%	+$1.89K	﹤0.01%	659
2024 Q4	$1.52K	Buy	+6	New	+$1.61K	﹤0.01%	830

Other funds holding HUM

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

Dodge & Cox San Francisco, California $191B AUM 17.5% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return

Eagle Capital Management (New York) New York $32.7B AUM 17.15% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sierra Ocean's HUM Position: Q3 2025 in Review

Sierra Ocean sold out of Humana (HUM) in Q3 2025, closing a stake of 3 shares — an estimated $733 sold.

Sierra Ocean first reported a position in HUM in Q4 2024 and held it in 3 quarters. The position peaked at $3.44K in Q1 2025. 892 funds tracked by Wall St. Rank hold HUM as of Q3 2025.

Sierra Ocean reported no remaining Humana position as of Q3 2025 after selling out during the quarter.
Sierra Ocean sold 3 Humana shares in Q3 2025, an estimated $733.
Sierra Ocean first reported a position in Humana in Q4 2024 and held it in 3 quarters.
Sierra Ocean's Humana position peaked at $3.44K in Q1 2025.
892 funds tracked by Wall St. Rank held Humana as of Q3 2025.

Based on Sierra Ocean's 13F filing for Q3 2025, filed 7 Nov 2025.