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Spartan Planning & Wealth Management’s Huntington Bancshares HBAN Stock Holding History

Spartan Planning & 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
2023
Q4 		$46K Buy
+3,617
New +$39.6K 0.05% 144
2022
Q4 		$158K Buy
+11,225
New +$162K 0.2% 68

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
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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Spartan Planning & Wealth Management's HBAN Position: Q4 2023 in Review

Spartan Planning & Wealth Management opened a new position in Huntington Bancshares (HBAN) in Q4 2023: 3,617 shares worth $46K. The stake represents 0.05% of the portfolio and ranks #144 among its holdings. This is a return to the name: Spartan Planning & Wealth Management previously reported a position in HBAN as recently as Q4 2022.

Spartan Planning & Wealth Management first reported a position in HBAN in Q4 2022 and has held it in 2 quarters since. The position peaked at $158K in Q4 2022. 931 funds tracked by Wall St. Rank hold HBAN as of Q4 2023.

  • Spartan Planning & Wealth Management held 3,617 shares of Huntington Bancshares worth $46K as of Q4 2023.
  • Huntington Bancshares was a new Spartan Planning & Wealth Management position in Q4 2023.
  • Huntington Bancshares made up 0.05% of Spartan Planning & Wealth Management's portfolio in Q4 2023, its #144 holding.
  • Spartan Planning & Wealth Management first reported a position in Huntington Bancshares in Q4 2022 and has held it in 2 quarters since.
  • Spartan Planning & Wealth Management's Huntington Bancshares position peaked at $158K in Q4 2022.
  • 931 funds tracked by Wall St. Rank held Huntington Bancshares as of Q4 2023.

Based on Spartan Planning & Wealth Management's 13F filing for Q4 2023, filed 12 Mar 2024.