TrueWealth LLC’s Huntington Bancshares HBAN Stock Holding History

TrueWealth LLC’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
2020 Q2	$1K	Sell	93 -379	-80%	-$3.35K	﹤0.01%	680
2020 Q1	$4K	Buy	472 +1	+0.2%	+$12	﹤0.01%	577
2019 Q4	$7K	Buy	471 +1	+0.2%	+$15	﹤0.01%	516
2019 Q3	$7K	Buy	470 +1	+0.2%	+$14	﹤0.01%	506
2019 Q2	$6K	Buy	469 +1	+0.2%	+$13	﹤0.01%	538
2019 Q1	$6K	Buy	468 +1	+0.2%	+$13	﹤0.01%	538
2018 Q4	$6K	Sell	467 -40	-8%	-$555	﹤0.01%	514
2018 Q3	$8K	Hold	507	–	–	﹤0.01%	526
2018 Q2	$7K	Buy	507 +1	+0.2%	+$15	﹤0.01%	555
2018 Q1	$8K	Buy	506 +84	+20%	+$1.32K	﹤0.01%	492
2017 Q4	$6K	Buy	+422	New	+$5.93K	﹤0.01%	609

Other funds holding HBAN

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

TrueWealth LLC's HBAN Position: Q2 2020 in Review

TrueWealth LLC reduced its Huntington Bancshares (HBAN) stake by 80% in Q2 2020, selling an estimated $3.35K and leaving 93 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #680.

TrueWealth LLC first reported a position in HBAN in Q4 2017 and has held it in 11 quarters since. The position peaked at $8K in Q3 2018. 681 funds tracked by Wall St. Rank hold HBAN as of Q2 2020.

TrueWealth LLC held 93 shares of Huntington Bancshares worth $1K as of Q2 2020.
TrueWealth LLC sold 379 Huntington Bancshares shares in Q2 2020, an estimated $3.35K.
Huntington Bancshares made up ﹤0.01% of TrueWealth LLC's portfolio in Q2 2020, its #680 holding.
TrueWealth LLC first reported a position in Huntington Bancshares in Q4 2017 and has held it in 11 quarters since.
TrueWealth LLC's Huntington Bancshares position peaked at $8K in Q3 2018.
681 funds tracked by Wall St. Rank held Huntington Bancshares as of Q2 2020.

Based on TrueWealth LLC's 13F filing for Q2 2020, filed 15 Jul 2020.