TWM
HUM icon

Tradition Wealth Management’s Humana HUM Stock Holding History

Tradition Wealth 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
Q1 		– Sell
-34
Closed -$16K – 751
2023
Q4 		$16K Hold
34
– – ﹤0.01% 896
2023
Q3 		$17K Sell
34
-3
-8% -$1.41K ﹤0.01% 882
2023
Q2 		$17K Buy
37
+1
+3% +$503 ﹤0.01% 911
2023
Q1 		$17K Buy
36
+27
+300% +$13.3K ﹤0.01% 867
2022
Q4 		$5K Buy
9
+1
+13% +$526 ﹤0.01% 1043
2022
Q3 		$4K Buy
8
+1
+14% +$486 ﹤0.01% 1109
2022
Q2 		$3K Hold
7
– – ﹤0.01% 1045
2022
Q1 		$3K Hold
7
– – ﹤0.01% 1107
2021
Q4 		$3K Hold
7
– – ﹤0.01% 1133
2021
Q3 		$3K Hold
7
– – ﹤0.01% 1121
2021
Q2 		$3K Buy
+7
New +$3.06K ﹤0.01% 1135
2021
Q1 		– Sell
-7
Closed -$3K – 898
2020
Q4 		$3K Buy
+7
New +$2.91K ﹤0.01% 898

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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
DSA
Davis Selected Advisers Tucson, Arizona $21.8B AUM 23.45% 1-Year Est. Return