Evermay Wealth Management’s Huntington Bancshares HBAN Stock Holding History

Evermay 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	-28	Closed	-$357	–	664
2023 Q4	$357	Buy	+28	New	+$306	﹤0.01%	613
2023 Q2	–	Sell	-168	Closed	-$1.91K	–	557
2023 Q1	$1.91K	Hold	168	–	–	﹤0.01%	482
2022 Q4	$2.4K	Hold	168	–	–	﹤0.01%	487
2022 Q3	$2K	Hold	168	–	–	﹤0.01%	477
2022 Q2	$2K	Hold	168	–	–	﹤0.01%	476
2022 Q1	$2K	Sell	168 -2,520	-94%	-$39.4K	﹤0.01%	485
2021 Q4	$41K	Sell	2,688 -66	-2%	-$1.04K	0.01%	299
2021 Q3	$43K	Hold	2,754	–	–	0.01%	280
2021 Q2	$39K	Buy	+2,754	New	+$42.1K	0.01%	310

Other funds holding HBAN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Federated Hermes Pittsburgh, Pennsylvania $69.6B AUM 42.52% 1-Year Est. Return

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

Evermay Wealth Management sold out of Huntington Bancshares (HBAN) in Q1 2024, closing a stake of 28 shares — an estimated $357 sold.

Evermay Wealth Management first reported a position in HBAN in Q2 2021 and held it in 9 quarters. The position peaked at $43K in Q3 2021. 926 funds tracked by Wall St. Rank hold HBAN as of Q1 2024.

Evermay Wealth Management reported no remaining Huntington Bancshares position as of Q1 2024 after selling out during the quarter.
Evermay Wealth Management sold 28 Huntington Bancshares shares in Q1 2024, an estimated $357.
Evermay Wealth Management first reported a position in Huntington Bancshares in Q2 2021 and held it in 9 quarters.
Evermay Wealth Management's Huntington Bancshares position peaked at $43K in Q3 2021.
926 funds tracked by Wall St. Rank held Huntington Bancshares as of Q1 2024.

Based on Evermay Wealth Management's 13F filing for Q1 2024, filed 14 May 2024.