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BWM
Baystate Wealth Management’s
Huntington Bancshares
HBAN
Stock Holding History
Baystate Wealth Management’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
2023
Q4
$33.8K
Buy
2,658
+54
+2%
+$591
﹤0.01%
450
2023
Q3
$27.1K
Buy
2,604
+37
+1%
+$415
﹤0.01%
432
2023
Q2
$27.7K
Buy
2,567
+35
+1%
+$374
﹤0.01%
418
2023
Q1
$28.4K
Buy
2,532
+27
+1%
+$376
﹤0.01%
411
2022
Q4
$35K
Buy
2,505
+30
+1%
+$434
﹤0.01%
388
2022
Q3
$33K
Buy
2,475
+31
+1%
+$414
﹤0.01%
363
2022
Q2
$29K
Buy
2,444
+25
+1%
+$332
﹤0.01%
397
2022
Q1
$35K
Buy
2,419
+24
+1%
+$376
﹤0.01%
377
2021
Q4
$37K
Buy
2,395
+22
+0.9%
+$347
﹤0.01%
365
2021
Q3
$37K
Buy
2,373
+25
+1%
+$368
﹤0.01%
328
2021
Q2
$34K
Buy
2,348
+22
+0.9%
+$337
﹤0.01%
321
2021
Q1
$37K
Buy
2,326
+27
+1%
+$405
﹤0.01%
293
2020
Q4
$29K
Buy
2,299
+37
+2%
+$420
﹤0.01%
310
2020
Q3
$21K
Buy
2,262
+38
+2%
+$354
﹤0.01%
317
2020
Q2
$20K
Buy
2,224
+40
+2%
+$354
﹤0.01%
306
2020
Q1
$18K
Buy
2,184
+22
+1%
+$271
﹤0.01%
295
2019
Q4
$33K
Buy
2,162
+22
+1%
+$323
﹤0.01%
269
2019
Q3
$31K
Buy
+2,140
New
+$29.3K
﹤0.01%
249
2017
Q3
–
Sell
-1,500
Closed
-$21K
–
669
2017
Q2
$21K
Sell
1,500
-392
-21%
-$5.07K
﹤0.01%
273
2017
Q1
$24K
Buy
+1,892
New
+$25.9K
﹤0.01%
251
Other funds holding HBAN
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
T. Rowe Price Associates
Baltimore, Maryland
$865B AUM
30.76%
1-Year Est. Return
Invesco
Atlanta, Georgia
$653B AUM
32.41%
1-Year Est. Return
Boston Partners
Boston, Massachusetts
$95.5B AUM
28.4%
1-Year Est. Return
Charles Schwab
San Francisco, California
$654B AUM
26.35%
1-Year Est. Return
Morgan Stanley
New York
$1.66T AUM
25.57%
1-Year Est. Return
Geode Capital Management
Boston, Massachusetts
$1.61T AUM
30.72%
1-Year Est. Return
Federated Hermes
Pittsburgh, Pennsylvania
$61.5B AUM
30.7%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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