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Beverly Hills Private Wealth’s Huntington Bancshares HBAN Stock Holding History

Beverly Hills Private Wealth’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
Q3 		– Sell
-14,072
Closed -$172K – 307
2023
Q2 		$172K Buy
+14,072
New +$150K 0.03% 310

Other funds holding HBAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $875B AUM 40.89% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Beverly Hills Private Wealth's HBAN Position: Q3 2023 in Review

Beverly Hills Private Wealth sold out of Huntington Bancshares (HBAN) in Q3 2023, closing a stake of 14,072 shares — an estimated $172K sold.

Beverly Hills Private Wealth first reported a position in HBAN in Q2 2023 and held it in 1 quarter. The position peaked at $172K in Q2 2023. 875 funds tracked by Wall St. Rank hold HBAN as of Q3 2023.

  • Beverly Hills Private Wealth reported no remaining Huntington Bancshares position as of Q3 2023 after selling out during the quarter.
  • Beverly Hills Private Wealth sold 14,072 Huntington Bancshares shares in Q3 2023, an estimated $172K.
  • Beverly Hills Private Wealth first reported a position in Huntington Bancshares in Q2 2023 and held it in 1 quarter.
  • Beverly Hills Private Wealth's Huntington Bancshares position peaked at $172K in Q2 2023.
  • 875 funds tracked by Wall St. Rank held Huntington Bancshares as of Q3 2023.

Based on Beverly Hills Private Wealth's 13F filing for Q3 2023, filed 8 Nov 2023.