SkyOak Wealth’s Huntington Bancshares HBAN Stock Holding History

SkyOak 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
2024 Q3	–	Sell	-21,750	Closed	-$287K	–	248
2024 Q2	$287K	Hold	21,750	–	–	0.07%	183
2024 Q1	$303K	Hold	21,750	–	–	0.07%	187
2023 Q4	$277K	Hold	21,750	–	–	0.07%	194
2023 Q3	$226K	Sell	21,750 -220	-1%	-$2.47K	0.07%	207
2023 Q2	$237K	Hold	21,970	–	–	0.07%	202
2023 Q1	$246K	Hold	21,970	–	–	0.08%	189
2022 Q4	$310K	Hold	21,970	–	–	0.1%	158
2022 Q3	$290K	Hold	21,970	–	–	0.1%	158
2022 Q2	$264K	Buy	21,970 +220	+1%	+$2.92K	0.09%	169
2022 Q1	$318K	Hold	21,750	–	–	0.09%	172
2021 Q4	$335K	Hold	21,750	–	–	0.09%	172
2021 Q3	$336K	Hold	21,750	–	–	0.09%	159
2021 Q2	$310K	Hold	21,750	–	–	0.08%	161
2021 Q1	$333K	Buy	21,750 +600	+3%	+$9K	0.09%	157
2020 Q4	$267K	Sell	21,150 -4,850	-19%	-$55.1K	0.08%	176
2020 Q3	$238K	Buy	26,000 +5,000	+24%	+$46.6K	0.09%	174
2020 Q2	$190K	Hold	21,000	–	–	0.07%	219
2020 Q1	$172K	Hold	21,000	–	–	0.09%	193
2019 Q4	$317K	Buy	+21,000	New	+$308K	0.1%	224

Other funds holding HBAN

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

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 Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Boston Partners

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

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

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Geode Capital Management

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

Federated Hermes

Federated Hermes Pittsburgh, Pennsylvania $61.5B AUM 30.7% 1-Year Est. Return

Fidelity Investments

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