SYM Financial Corp’s Humana HUM Stock Holding History

SYM Financial Corp’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 Q2	–	Sell	-1,038	Closed	-$275K	–	437
2025 Q1	$275K	Buy	1,038 +163	+19%	+$44.1K	0.03%	185
2024 Q4	$222K	Buy	+875	New	+$235K	0.03%	211

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

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

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

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

Sessa Capital New York $5.98B AUM 99.85% 1-Year Est. Return

SYM Financial Corp's HUM Position: Q2 2025 in Review

SYM Financial Corp sold out of Humana (HUM) in Q2 2025, closing a stake of 1,038 shares — an estimated $275K sold.

SYM Financial Corp first reported a position in HUM in Q4 2024 and held it in 2 quarters. The position peaked at $275K in Q1 2025. 878 funds tracked by Wall St. Rank hold HUM as of Q2 2025.

SYM Financial Corp reported no remaining Humana position as of Q2 2025 after selling out during the quarter.
SYM Financial Corp sold 1,038 Humana shares in Q2 2025, an estimated $275K.
SYM Financial Corp first reported a position in Humana in Q4 2024 and held it in 2 quarters.
SYM Financial Corp's Humana position peaked at $275K in Q1 2025.
878 funds tracked by Wall St. Rank held Humana as of Q2 2025.

Based on SYM Financial Corp's 13F filing for Q2 2025, filed 1 Aug 2025.