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Oxford Financial Group’s Huntington Bancshares HBAN Stock Holding History

Oxford Financial Group’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
Q3 		– Sell
-18,847
Closed -$227K – 254
2022
Q2 		$227K Buy
+18,847
New +$250K 0.03% 177

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
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

Oxford Financial Group's HBAN Position: Q3 2022 in Review

Oxford Financial Group sold out of Huntington Bancshares (HBAN) in Q3 2022, closing a stake of 18,847 shares — an estimated $227K sold.

Oxford Financial Group first reported a position in HBAN in Q2 2022 and held it in 1 quarter. The position peaked at $227K in Q2 2022. 875 funds tracked by Wall St. Rank hold HBAN as of Q3 2022.

  • Oxford Financial Group reported no remaining Huntington Bancshares position as of Q3 2022 after selling out during the quarter.
  • Oxford Financial Group sold 18,847 Huntington Bancshares shares in Q3 2022, an estimated $227K.
  • Oxford Financial Group first reported a position in Huntington Bancshares in Q2 2022 and held it in 1 quarter.
  • Oxford Financial Group's Huntington Bancshares position peaked at $227K in Q2 2022.
  • 875 funds tracked by Wall St. Rank held Huntington Bancshares as of Q3 2022.

Based on Oxford Financial Group's 13F filing for Q3 2022, filed 2 Nov 2022.