SWM
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Selective Wealth Management’s Huntington Bancshares HBAN Stock Holding History

Selective 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
2022
Q4 		– Sell
-1,100
Closed -$14K – 367
2022
Q3 		$14K Hold
1,100
– – 0.01% 475
2022
Q2 		$13K Sell
1,100
-1,000
-48% -$13.3K ﹤0.01% 528
2022
Q1 		$31K Buy
2,100
+1,100
+110% +$17.2K 0.01% 385
2021
Q4 		$15K Hold
1,000
– – 0.01% 441
2021
Q3 		$15K Hold
1,000
– – 0.01% 390
2021
Q2 		$14K Buy
+1,000
New +$15.3K 0.01% 308
2020
Q3 		– Sell
-277
Closed -$3K – 353
2020
Q2 		$3K Hold
277
– – ﹤0.01% 343
2020
Q1 		$2K Hold
277
– – ﹤0.01% 280
2019
Q4 		$4K Buy
277
+2
+0.7% +$29 ﹤0.01% 240
2019
Q3 		$4K Buy
+275
New +$3.76K 0.01% 243

Other funds holding HBAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return