Sage Private Wealth Group’s Huntington Bancshares HBAN Stock Holding History

Sage Private Wealth 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 Q4	–	Sell	-834	Closed	-$11K	–	105
2022 Q3	$11K	Hold	834	–	–	0.01%	145
2022 Q2	$10K	Hold	834	–	–	0.01%	141
2022 Q1	$12K	Hold	834	–	–	0.01%	138
2021 Q4	$12K	Hold	834	–	–	0.01%	138
2021 Q3	$13K	Hold	834	–	–	0.02%	137
2021 Q2	$12K	Buy	+834	New	+$12.8K	0.02%	134

Other funds holding HBAN

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sage Private Wealth Group's HBAN Position: Q4 2022 in Review

Sage Private Wealth Group sold out of Huntington Bancshares (HBAN) in Q4 2022, closing a stake of 834 shares — an estimated $11K sold.

Sage Private Wealth Group first reported a position in HBAN in Q2 2021 and held it in 6 quarters. The position peaked at $13K in Q3 2021. 934 funds tracked by Wall St. Rank hold HBAN as of Q4 2022.

Sage Private Wealth Group reported no remaining Huntington Bancshares position as of Q4 2022 after selling out during the quarter.
Sage Private Wealth Group sold 834 Huntington Bancshares shares in Q4 2022, an estimated $11K.
Sage Private Wealth Group first reported a position in Huntington Bancshares in Q2 2021 and held it in 6 quarters.
Sage Private Wealth Group's Huntington Bancshares position peaked at $13K in Q3 2021.
934 funds tracked by Wall St. Rank held Huntington Bancshares as of Q4 2022.

Based on Sage Private Wealth Group's 13F filing for Q4 2022, filed 29 Jan 2025.