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Summit Wealth Partners’s Huntington Bancshares HBAN Stock Holding History

Summit Wealth Partners’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
2021
Q3 		– Sell
-31,497
Closed -$449K – 151
2021
Q2 		$449K Sell
31,497
-626
-2% -$9.58K 0.11% 97
2021
Q1 		$505K Sell
32,123
-898
-3% -$13.5K 0.13% 90
2020
Q4 		$417K Hold
33,021
– – 0.11% 96
2020
Q3 		$303K Buy
33,021
+636
+2% +$5.92K 0.09% 118
2020
Q2 		$293K Buy
32,385
+1,959
+6% +$17.3K 0.09% 113
2020
Q1 		$250K Hold
30,426
– – 0.1% 95
2019
Q4 		$459K Buy
+30,426
New +$446K 0.16% 68

Other funds holding HBAN

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Boston Partners
Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Summit Wealth Partners's HBAN Position: Q3 2021 in Review

Summit Wealth Partners sold out of Huntington Bancshares (HBAN) in Q3 2021, closing a stake of 31,497 shares — an estimated $449K sold.

Summit Wealth Partners first reported a position in HBAN in Q4 2019 and held it in 7 quarters. The position peaked at $505K in Q1 2021. 817 funds tracked by Wall St. Rank hold HBAN as of Q3 2021.

  • Summit Wealth Partners reported no remaining Huntington Bancshares position as of Q3 2021 after selling out during the quarter.
  • Summit Wealth Partners sold 31,497 Huntington Bancshares shares in Q3 2021, an estimated $449K.
  • Summit Wealth Partners first reported a position in Huntington Bancshares in Q4 2019 and held it in 7 quarters.
  • Summit Wealth Partners's Huntington Bancshares position peaked at $505K in Q1 2021.
  • 817 funds tracked by Wall St. Rank held Huntington Bancshares as of Q3 2021.

Based on Summit Wealth Partners's 13F filing for Q3 2021, filed 10 Sep 2024.