MGWM
HBAN icon

Marks Group Wealth Management’s Huntington Bancshares HBAN Stock Holding History

Marks Group 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
2023
Q2 		– Sell
-10,941
Closed -$123K – 281
2023
Q1 		$123K Buy
+10,941
New +$152K 0.02% 274

Other funds holding HBAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Federated Hermes
Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Marks Group Wealth Management's HBAN Position: Q2 2023 in Review

Marks Group Wealth Management sold out of Huntington Bancshares (HBAN) in Q2 2023, closing a stake of 10,941 shares — an estimated $123K sold.

Marks Group Wealth Management first reported a position in HBAN in Q1 2023 and held it in 1 quarter. The position peaked at $123K in Q1 2023. 870 funds tracked by Wall St. Rank hold HBAN as of Q2 2023.

  • Marks Group Wealth Management reported no remaining Huntington Bancshares position as of Q2 2023 after selling out during the quarter.
  • Marks Group Wealth Management sold 10,941 Huntington Bancshares shares in Q2 2023, an estimated $123K.
  • Marks Group Wealth Management first reported a position in Huntington Bancshares in Q1 2023 and held it in 1 quarter.
  • Marks Group Wealth Management's Huntington Bancshares position peaked at $123K in Q1 2023.
  • 870 funds tracked by Wall St. Rank held Huntington Bancshares as of Q2 2023.

Based on Marks Group Wealth Management's 13F filing for Q2 2023, filed 19 Jul 2023.