SAM
HUM icon

Simplify Asset Management’s Humana HUM Stock Holding History

Simplify Asset 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
Q3 		– Sell
-5,788
Closed -$2.16M – 117
2024
Q2 		$2.16M Buy
+5,788
New +$1.95M 0.19% 45
2024
Q1 		– Sell
-5,357
Closed -$2.45M – 127
2023
Q4 		$2.45M Buy
5,357
+3,562
+198% +$1.76M 0.38% 34
2023
Q3 		$873K Buy
1,795
+1,169
+187% +$549K 0.14% 77
2023
Q2 		$280K Sell
626
-629
-50% -$317K 0.05% 102
2023
Q1 		$609K Sell
1,255
-380
-23% -$188K 0.11% 79
2022
Q4 		$837K Buy
1,635
+133
+9% +$69.9K 0.14% 43
2022
Q3 		$729K Sell
1,502
-1,016
-40% -$494K 0.1% 44
2022
Q2 		$1.18M Buy
2,518
+506
+25% +$225K 0.15% 35
2022
Q1 		$876K Buy
2,012
+1,484
+281% +$621K 0.1% 42
2021
Q4 		$245K Buy
+528
New +$234K 0.03% 66

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