Systematic Financial Management’s Humana HUM Stock Holding History

Systematic Financial 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
2026 Q1	$742K	Sell	4,279 -85	-2%	-$17.4K	0.02%	223
2025 Q4	$1.12M	Sell	4,364 -165	-4%	-$43.3K	0.03%	212
2025 Q3	$1.18M	Buy	4,529 +75	+2%	+$19.7K	0.03%	197
2025 Q2	$1.09M	Sell	4,454 -20	-0.4%	-$4.99K	0.03%	196
2025 Q1	$1.18M	Hold	4,474	–	–	0.03%	193
2024 Q4	$1.14M	Buy	+4,474	New	+$1.2M	0.03%	202
2019 Q4	–	Sell	-52	Closed	-$13K	–	537
2019 Q3	$13K	Sell	52 -2,774	-98%	-$778K	﹤0.01%	535
2019 Q2	$750K	Sell	2,826 -534	-16%	-$135K	0.03%	472
2019 Q1	$894K	Sell	3,360 -25,962	-89%	-$7.48M	0.03%	525
2018 Q4	$8.4M	Sell	29,322 -565	-2%	-$179K	0.26%	158
2018 Q3	$10.1M	Sell	29,887 -11,456	-28%	-$3.72M	0.24%	164
2018 Q2	$12.3M	Sell	41,343 -22,333	-35%	-$6.54M	0.3%	136
2018 Q1	$17.1M	Sell	63,676 -13,319	-17%	-$3.61M	0.38%	86
2017 Q4	$19.1M	Buy	+76,995	New	+$19M	0.38%	85

Other funds holding HUM

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

Sessa Capital New York $5.26B AUM 47.23% 1-Year Est. Return

Geode Capital Management

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 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