Number of Shares
514,893.00
Current Holdings Value*
$136.24 Mil
% of Portfolio
0.67%
Total Estimate Gain
$69.08 Mil
% of Total Estimate Gain
20.69%

Disciplined Value Mid Cap Fund's Humana Inc Holding Summary

As of 2025-03-31, Disciplined Value Mid Cap Fund held 514,893.00 shares of Humana Inc(HUM), totaling $136.24 Mil. This investment constitutes 0.67% of their stock portfolio, and Disciplined Value Mid Cap Fund now holds 0.43% of the outstanding Humana Inc(HUM) stock.

The initial trade took place in 2019Q3. And since then Disciplined Value Mid Cap Fund has made 7 purchases of HUM, at an average price of $295.00, for a total of 1.13 Mil shares. In addition, there have been 7 sales at an average price of $455.59 for 617,064.00 shares. Based on historical transaction data and HUM's current price of $236.70, Disciplined Value Mid Cap Fund's estimated gain on his HUM holdings is $69.08 Mil, reflecting a 20.69% gain to date.

Disciplined Value Mid Cap Fund HUM ($236.70) Holding Chart

Disciplined Value Mid Cap Fund HUM ($236.70) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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