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Morton Brown Family Wealth’s Huntington Bancshares HBAN Stock Holding History

Morton Brown Family Wealth’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
2022
Q4 		– Sell
-361
Closed -$5K – 191
2022
Q3 		$5K Buy
+361
New +$4.83K ﹤0.01% 143

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 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

Morton Brown Family Wealth's HBAN Position: Q4 2022 in Review

Morton Brown Family Wealth sold out of Huntington Bancshares (HBAN) in Q4 2022, closing a stake of 361 shares — an estimated $5K sold.

Morton Brown Family Wealth first reported a position in HBAN in Q3 2022 and held it in 1 quarter. The position peaked at $5K in Q3 2022. 934 funds tracked by Wall St. Rank hold HBAN as of Q4 2022.

  • Morton Brown Family Wealth reported no remaining Huntington Bancshares position as of Q4 2022 after selling out during the quarter.
  • Morton Brown Family Wealth sold 361 Huntington Bancshares shares in Q4 2022, an estimated $5K.
  • Morton Brown Family Wealth first reported a position in Huntington Bancshares in Q3 2022 and held it in 1 quarter.
  • Morton Brown Family Wealth's Huntington Bancshares position peaked at $5K in Q3 2022.
  • 934 funds tracked by Wall St. Rank held Huntington Bancshares as of Q4 2022.

Based on Morton Brown Family Wealth's 13F filing for Q4 2022, filed 2 Feb 2023.