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Evercore Wealth Management’s Huntington Bancshares HBAN Stock Holding History

Evercore 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
2024
Q1 		– Sell
-10,358
Closed -$132K – 428
2023
Q4 		$132K Sell
10,358
-310
-3% -$3.39K ﹤0.01% 418
2023
Q3 		$111K Hold
10,668
– – ﹤0.01% 396
2023
Q2 		$115K Sell
10,668
-1,826
-15% -$19.5K ﹤0.01% 402
2023
Q1 		$140K Sell
12,494
-167
-1% -$2.32K ﹤0.01% 392
2022
Q4 		$179K Buy
12,661
+1,493
+13% +$21.6K ﹤0.01% 386
2022
Q3 		$148K Hold
11,168
– – ﹤0.01% 369
2022
Q2 		$134K Hold
11,168
– – ﹤0.01% 383
2022
Q1 		$163K Hold
11,168
– – ﹤0.01% 422
2021
Q4 		$173K Hold
11,168
– – ﹤0.01% 415
2021
Q3 		$173K Hold
11,168
– – ﹤0.01% 413
2021
Q2 		$159K Buy
+11,168
New +$171K ﹤0.01% 422
2020
Q3 		– Sell
-24,007
Closed -$217K – 380
2020
Q2 		$217K Sell
24,007
-16,402
-41% -$145K 0.01% 348
2020
Q1 		$332K Sell
40,409
-293
-0.7% -$3.6K 0.01% 282
2019
Q4 		$614K Sell
40,702
-10,155
-20% -$149K 0.02% 258
2019
Q3 		$726K Buy
50,857
+20,437
+67% +$279K 0.02% 239
2019
Q2 		$421K Buy
+30,420
New +$408K 0.01% 295
2017
Q2 		– Sell
-5,300
Closed -$71K – 1007
2017
Q1 		$71K Buy
5,300
+5,204
+5,421% +$71.1K ﹤0.01% 543
2016
Q4 		$1K Buy
+96
New +$1.12K ﹤0.01% 974

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 $3.37T AUM 44.26% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

Evercore Wealth Management's HBAN Position: Q1 2024 in Review

Evercore Wealth Management sold out of Huntington Bancshares (HBAN) in Q1 2024, closing a stake of 10,358 shares — an estimated $132K sold.

Evercore Wealth Management first reported a position in HBAN in Q4 2016 and held it in 18 quarters. The position peaked at $726K in Q3 2019. 926 funds tracked by Wall St. Rank hold HBAN as of Q1 2024.

  • Evercore Wealth Management reported no remaining Huntington Bancshares position as of Q1 2024 after selling out during the quarter.
  • Evercore Wealth Management sold 10,358 Huntington Bancshares shares in Q1 2024, an estimated $132K.
  • Evercore Wealth Management first reported a position in Huntington Bancshares in Q4 2016 and held it in 18 quarters.
  • Evercore Wealth Management's Huntington Bancshares position peaked at $726K in Q3 2019.
  • 926 funds tracked by Wall St. Rank held Huntington Bancshares as of Q1 2024.

Based on Evercore Wealth Management's 13F filing for Q1 2024, filed 15 May 2024.