Rockbridge Investment Management’s Huntington Bancshares HBAN Stock Holding History

Rockbridge Investment 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
2022 Q2	–	Sell	-2,919	Closed	-$42.2K	–	713
2022 Q1	$42.2K	Buy	2,919 +819	+39%	+$12.8K	0.01%	320
2021 Q4	$32K	Buy	2,100 +2,000	+2,000%	+$31.5K	﹤0.01%	420
2021 Q3	$2K	Buy	+100	New	+$1.47K	﹤0.01%	673
2021 Q1	–	Sell	-1,000	Closed	-$13K	–	733
2020 Q4	$13K	Sell	1,000 -66	-6%	-$750	﹤0.01%	475
2020 Q3	$10K	Hold	1,066	–	–	﹤0.01%	465
2020 Q2	$10K	Buy	+1,066	New	+$9.44K	﹤0.01%	426

Other funds holding HBAN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Rockbridge Investment Management's HBAN Position: Q2 2022 in Review

Rockbridge Investment Management sold out of Huntington Bancshares (HBAN) in Q2 2022, closing a stake of 2,919 shares — an estimated $42.2K sold.

Rockbridge Investment Management first reported a position in HBAN in Q2 2020 and held it in 6 quarters. The position peaked at $42.2K in Q1 2022. 872 funds tracked by Wall St. Rank hold HBAN as of Q2 2022.

Rockbridge Investment Management reported no remaining Huntington Bancshares position as of Q2 2022 after selling out during the quarter.
Rockbridge Investment Management sold 2,919 Huntington Bancshares shares in Q2 2022, an estimated $42.2K.
Rockbridge Investment Management first reported a position in Huntington Bancshares in Q2 2020 and held it in 6 quarters.
Rockbridge Investment Management's Huntington Bancshares position peaked at $42.2K in Q1 2022.
872 funds tracked by Wall St. Rank held Huntington Bancshares as of Q2 2022.

Based on Rockbridge Investment Management's 13F filing for Q2 2022, filed 28 May 2024.