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Berman Capital Advisors’s Huntington Bancshares HBAN Stock Holding History

Berman Capital 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
2021
Q3 		$189K Buy
12,320
+5,630
+84% +$82.9K 0.03% 277
2021
Q2 		$95K Buy
6,690
+4,053
+154% +$62K 0.02% 395
2021
Q1 		$41K Buy
2,637
+4
+0.2% +$60 0.01% 548
2020
Q4 		$33K Buy
2,633
+560
+27% +$6.36K 0.01% 524
2020
Q3 		$19K Buy
2,073
+433
+26% +$4.03K 0.01% 598
2020
Q2 		$14K Sell
1,640
-1,380
-46% -$12.2K ﹤0.01% 648
2020
Q1 		$23K Buy
3,020
+708
+31% +$8.71K 0.01% 459
2019
Q4 		$34K Buy
2,312
+708
+44% +$10.4K 0.01% 402
2019
Q3 		$22K Buy
1,604
+534
+50% +$7.3K 0.01% 482
2019
Q2 		$14K Sell
1,070
-12
-1% -$161 ﹤0.01% 618
2019
Q1 		$13K Buy
1,082
+102
+10% +$1.37K ﹤0.01% 576
2018
Q4 		$11K Buy
+980
New +$13.6K ﹤0.01% 487

Other funds holding HBAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Berman Capital Advisors's HBAN Position: Q3 2021 in Review

Berman Capital Advisors increased its Huntington Bancshares (HBAN) stake by 84% in Q3 2021, buying an estimated $82.9K and bringing the position to 12,320 shares worth $189K. The position accounts for 0.03% of the portfolio, ranked #277.

Berman Capital Advisors first reported a position in HBAN in Q4 2018 and has held it in 12 quarters since. 816 funds tracked by Wall St. Rank hold HBAN as of Q3 2021.

  • Berman Capital Advisors held 12,320 shares of Huntington Bancshares worth $189K as of Q3 2021.
  • Berman Capital Advisors bought 5,630 Huntington Bancshares shares in Q3 2021, an estimated $82.9K.
  • Huntington Bancshares made up 0.03% of Berman Capital Advisors's portfolio in Q3 2021, its #277 holding.
  • Berman Capital Advisors first reported a position in Huntington Bancshares in Q4 2018 and has held it in 12 quarters since.
  • 816 funds tracked by Wall St. Rank held Huntington Bancshares as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.