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Sound Financial Strategies Group’s Huntington Bancshares HBAN Stock Holding History

Sound Financial Strategies 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
Q1 		– Sell
-44,884
Closed -$692K – 82
2021
Q4 		$692K Sell
44,884
-810
-2% -$12.8K 0.35% 47
2021
Q3 		$706K Buy
45,694
+1,491
+3% +$21.9K 0.35% 25
2021
Q2 		$631K Buy
+44,203
New +$676K 0.31% 40

Other funds holding HBAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $95.5B AUM 28.4% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Sound Financial Strategies Group's HBAN Position: Q1 2022 in Review

Sound Financial Strategies Group sold out of Huntington Bancshares (HBAN) in Q1 2022, closing a stake of 44,884 shares — an estimated $692K sold.

Sound Financial Strategies Group first reported a position in HBAN in Q2 2021 and held it in 3 quarters. The position peaked at $706K in Q3 2021. 883 funds tracked by Wall St. Rank hold HBAN as of Q1 2022.

  • Sound Financial Strategies Group reported no remaining Huntington Bancshares position as of Q1 2022 after selling out during the quarter.
  • Sound Financial Strategies Group sold 44,884 Huntington Bancshares shares in Q1 2022, an estimated $692K.
  • Sound Financial Strategies Group first reported a position in Huntington Bancshares in Q2 2021 and held it in 3 quarters.
  • Sound Financial Strategies Group's Huntington Bancshares position peaked at $706K in Q3 2021.
  • 883 funds tracked by Wall St. Rank held Huntington Bancshares as of Q1 2022.

Based on Sound Financial Strategies Group's 13F filing for Q1 2022, filed 5 May 2022.