BOSSRA
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B.O.S.S. Retirement Advisors’s Huntington Bancshares HBAN Stock Holding History

B.O.S.S. Retirement Advisors’s Portfolio HBAN Stock Details HBAN Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-116,346
Closed -$1.71M – 237
2024
Q3 		$1.71M Buy
116,346
+4,845
+4% +$68.8K 0.34% 77
2024
Q2 		$1.47M Buy
111,501
+7,365
+7% +$99K 0.38% 69
2024
Q1 		$1.32M Sell
104,136
-12,608
-11% -$163K 0.51% 80
2023
Q4 		$1.48M Sell
116,744
-18,262
-14% -$200K 0.29% 120
2023
Q3 		$1.4M Sell
135,006
-15,758
-10% -$177K 0.3% 122
2023
Q2 		$1.63M Sell
150,764
-21,919
-13% -$234K 0.35% 113
2023
Q1 		$1.93M Buy
172,683
+11,487
+7% +$160K 0.45% 81
2022
Q4 		$2.27M Buy
+161,196
New +$2.33M 0.58% 52

Other funds holding HBAN

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return