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Stonegate Investment Group’s Humana HUM Stock Holding History

Stonegate Investment Group’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
-893
Closed -$283K – 414
2024
Q3 		$283K Buy
893
+303
+51% +$108K 0.01% 284
2024
Q2 		$221K Buy
+590
New +$199K 0.01% 323
2024
Q1 		– Sell
-7,162
Closed -$3.28M – 374
2023
Q4 		$3.28M Sell
7,162
-25
-0.3% -$12.3K 0.11% 82
2023
Q3 		$3.5M Sell
7,187
-100
-1% -$47K 0.13% 78
2023
Q2 		$3.26M Buy
7,287
+1,110
+18% +$559K 0.12% 83
2023
Q1 		$3M Buy
6,177
+1,337
+28% +$661K 0.11% 87
2022
Q4 		$2.48M Sell
4,840
-30
-0.6% -$15.8K 0.11% 90
2022
Q3 		$2.36M Buy
4,870
+923
+23% +$449K 0.11% 99
2022
Q2 		$1.85M Buy
3,947
+913
+30% +$406K 0.08% 112
2022
Q1 		$1.32M Buy
+3,034
New +$1.27M 0.04% 117

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