AG
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Aperio Group’s Hancock Whitney HWC Stock Holding History

Aperio Group’s Portfolio HWC Stock Details HWC Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q4 		$3.19M Buy
93,712
+4,505
+5% +$121K 0.01% 1029
2020
Q3 		$1.68M Sell
89,207
-14,988
-14% -$293K 0.01% 1202
2020
Q2 		$2.21M Buy
104,195
+29,666
+40% +$612K 0.01% 1065
2020
Q1 		$1.46M Buy
74,529
+29,972
+67% +$1.03M 0.01% 1156
2019
Q4 		$1.96M Sell
44,557
-3,010
-6% -$122K 0.01% 1099
2019
Q3 		$1.82M Sell
47,567
-3,435
-7% -$131K 0.01% 1098
2019
Q2 		$2.04M Buy
51,002
+229
+0.5% +$9.43K 0.01% 1040
2019
Q1 		$2.05M Buy
50,773
+7,169
+16% +$294K 0.01% 1030
2018
Q4 		$1.51M Buy
43,604
+8,821
+25% +$357K 0.01% 1101
2018
Q3 		$1.65M Sell
34,783
-648
-2% -$32.6K 0.01% 1136
2018
Q2 		$1.65M Sell
35,431
-326
-0.9% -$16.5K 0.01% 1118
2018
Q1 		$1.85M Sell
35,757
-250
-0.7% -$13.4K 0.01% 1045
2017
Q4 		$1.78M Buy
36,007
+343
+1% +$17K 0.01% 1027
2017
Q3 		$1.73M Buy
35,664
+11
+0% +$504 0.01% 997
2017
Q2 		$1.75M Buy
35,653
+2,064
+6% +$97.2K 0.01% 958
2017
Q1 		$1.53M Buy
33,589
+3,278
+11% +$150K 0.01% 965
2016
Q4 		$1.31M Sell
30,311
-48,657
-62% -$1.85M 0.01% 1000
2016
Q3 		$2.56M Sell
78,968
-2,688
-3% -$81.2K 0.02% 760
2016
Q2 		$2.13M Buy
81,656
+7,821
+11% +$199K 0.02% 783
2016
Q1 		$1.7M Buy
+73,835
New +$1.74M 0.01% 843
2014
Q4 		– Sell
-8,575
Closed -$275K – 1890
2014
Q3 		$275K Sell
8,575
-773
-8% -$25.8K ﹤0.01% 1435
2014
Q2 		$330K Buy
9,348
+957
+11% +$33K ﹤0.01% 1340
2014
Q1 		$308K Buy
+8,391
New +$298K ﹤0.01% 1599
2013
Q4 		– Sell
-8,001
Closed -$270K – 1573
2013
Q3 		$251K Buy
8,001
+843
+12% +$27.3K ﹤0.01% 1527
2013
Q2 		$215K Buy
+7,158
New +$205K 0.01% 1461

Other funds holding HWC

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Aperio Group's HWC Position: Q4 2020 in Review

Aperio Group increased its Hancock Whitney (HWC) stake by 5.1% in Q4 2020, buying an estimated $121K and bringing the position to 93,712 shares worth $3.19M. The position accounts for 0.01% of the portfolio, ranked #1029.

Aperio Group first reported a position in HWC in Q2 2013 and has held it in 25 quarters since. 206 funds tracked by Wall St. Rank hold HWC as of Q4 2020.

  • Aperio Group held 93,712 shares of Hancock Whitney worth $3.19M as of Q4 2020.
  • Aperio Group bought 4,505 Hancock Whitney shares in Q4 2020, an estimated $121K.
  • Hancock Whitney made up 0.01% of Aperio Group's portfolio in Q4 2020, its #1029 holding.
  • Aperio Group first reported a position in Hancock Whitney in Q2 2013 and has held it in 25 quarters since.
  • 206 funds tracked by Wall St. Rank held Hancock Whitney as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.