SW
HUM icon

SVB Wealth’s Humana HUM Stock Holding History

SVB Wealth’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
-903
Closed -$337K – 277
2024
Q2 		$337K Sell
903
-263
-23% -$88.8K 0.01% 530
2024
Q1 		$404K Sell
1,166
-309
-21% -$117K 0.01% 538
2023
Q4 		$675K Buy
1,475
+139
+10% +$68.5K 0.02% 409
2023
Q3 		$650K Sell
1,336
-181
-12% -$85.1K 0.01% 400
2023
Q2 		$678K Sell
1,517
-224
-13% -$113K 0.01% 413
2023
Q1 		$845K Buy
1,741
+74
+4% +$36.6K 0.01% 413
2022
Q4 		$854K Sell
1,667
-121
-7% -$63.6K 0.01% 436
2022
Q3 		$868K Buy
1,788
+800
+81% +$389K 0.01% 393
2022
Q2 		$463K Buy
988
+136
+16% +$60.5K 0.01% 460
2022
Q1 		$371K Buy
852
+110
+15% +$46K 0.01% 525
2021
Q4 		$345K Sell
742
-296
-29% -$131K 0.01% 539
2021
Q3 		$404K Buy
1,038
+266
+34% +$113K 0.01% 672
2021
Q2 		$342K Sell
772
-6
-0.8% -$2.62K ﹤0.01% 704
2021
Q1 		$326K Sell
778
-6
-0.8% -$2.4K ﹤0.01% 656
2020
Q4 		$321K Buy
784
+135
+21% +$56.1K ﹤0.01% 601
2020
Q3 		$269K Buy
649
+110
+20% +$44.2K ﹤0.01% 554
2020
Q2 		$209K Buy
+539
New +$202K ﹤0.01% 533

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