Institutional investor · Portfolio as of Q4 2023
Quarterly Portfolio Change
HUNTINGTON NATIONAL BANK manages $11B across 4164 positions as of Q4 2023. Top holdings: AAPL (4.2%), MSFT (4.0%), JPM (2.9%). Fund DNA: Balanced Allocator. HoldingsIntel Rating: 3.5/5.0.
Active quarter - 230 new positions, 200 exits, 852 increased. Top move: VEA (INCREASED, conviction 52). Portfolio: $11.0B across 4164 positions.
Top holdings by portfolio weight
Best and worst performing positions by estimated return
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View plansCost basis estimates based on full filing history using quarter-end prices. Actual transaction prices are not disclosed in 13F filings.
Positions with 2+ consecutive quarters of increases - persistent directional conviction.
Data sourced from SEC EDGAR 13F filings. Not financial advice. Full disclaimer
Portfolio allocation by GICS sector
Behavioral investing profile