Kaizen Advisory’s Huntington Bancshares HBAN Stock Holding History

Kaizen Advisory’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
2018 Q4	$672K	Sell	56,351 -9,732	-15%	-$135K	0.47%	67
2018 Q3	$986K	Sell	66,083 -7,088	-10%	-$111K	0.51%	71
2018 Q2	$1.08M	Buy	73,171 +54,501	+292%	+$820K	0.55%	71
2018 Q1	$282K	Buy	18,670 +17,615	+1,670%	+$277K	0.28%	51
2017 Q4	$15K	Buy	+1,055	New	+$14.8K	0.01%	378

Other funds holding HBAN

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return

Capital International Investors Los Angeles, California $427B AUM 29.17% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Kaizen Advisory's HBAN Position: Q4 2018 in Review

Kaizen Advisory reduced its Huntington Bancshares (HBAN) stake by 15% in Q4 2018, selling an estimated $135K and leaving 56,351 shares worth $672K. The position accounts for 0.47% of the portfolio, ranked #67.

Kaizen Advisory first reported a position in HBAN in Q4 2017 and has held it in 5 quarters since. The position peaked at $1.08M in Q2 2018. 700 funds tracked by Wall St. Rank hold HBAN as of Q4 2018.

Kaizen Advisory held 56,351 shares of Huntington Bancshares worth $672K as of Q4 2018.
Kaizen Advisory sold 9,732 Huntington Bancshares shares in Q4 2018, an estimated $135K.
Huntington Bancshares made up 0.47% of Kaizen Advisory's portfolio in Q4 2018, its #67 holding.
Kaizen Advisory first reported a position in Huntington Bancshares in Q4 2017 and has held it in 5 quarters since.
Kaizen Advisory's Huntington Bancshares position peaked at $1.08M in Q2 2018.
700 funds tracked by Wall St. Rank held Huntington Bancshares as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.