LWM
HBAN icon

Liberty Wealth Management’s Huntington Bancshares HBAN Stock Holding History

Liberty 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
2021
Q4 		– Sell
-15,105
Closed -$236K – 557
2021
Q3 		$236K Buy
15,105
+8,927
+144% +$131K 0.08% 143
2021
Q2 		$88K Sell
6,178
-17
-0.3% -$260 0.03% 225
2021
Q1 		$81K Hold
6,195
– – 0.04% 210
2020
Q4 		$81K Buy
6,195
+4,360
+238% +$49.5K 0.04% 208
2020
Q3 		$17K Sell
1,835
-468
-20% -$4.36K 0.01% 426
2020
Q2 		$21K Buy
2,303
+32
+1% +$283 0.01% 375
2020
Q1 		$19K Buy
2,271
+18
+0.8% +$221 0.02% 365
2019
Q4 		$34K Sell
2,253
-8
-0.4% -$117 0.03% 322
2019
Q3 		$32K Buy
2,261
+523
+30% +$7.15K 0.03% 313
2019
Q2 		$24K Buy
1,738
+23
+1% +$309 0.02% 378
2019
Q1 		$21K Buy
1,715
+428
+33% +$5.75K 0.02% 340
2018
Q4 		$15K Buy
+1,287
New +$17.9K 0.01% 365

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Liberty Wealth Management's HBAN Position: Q4 2021 in Review

Liberty Wealth Management sold out of Huntington Bancshares (HBAN) in Q4 2021, closing a stake of 15,105 shares — an estimated $236K sold.

Liberty Wealth Management first reported a position in HBAN in Q4 2018 and held it in 12 quarters. The position peaked at $236K in Q3 2021. 856 funds tracked by Wall St. Rank hold HBAN as of Q4 2021.

  • Liberty Wealth Management reported no remaining Huntington Bancshares position as of Q4 2021 after selling out during the quarter.
  • Liberty Wealth Management sold 15,105 Huntington Bancshares shares in Q4 2021, an estimated $236K.
  • Liberty Wealth Management first reported a position in Huntington Bancshares in Q4 2018 and held it in 12 quarters.
  • Liberty Wealth Management's Huntington Bancshares position peaked at $236K in Q3 2021.
  • 856 funds tracked by Wall St. Rank held Huntington Bancshares as of Q4 2021.

Based on Liberty Wealth Management's 13F filing for Q4 2021, filed 15 Feb 2022.