Berman Capital Advisors’s Hancock Whitney HWC Stock Holding History

Berman Capital Advisors’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
2021 Q3	$47K	Hold	1,010	–	–	0.01%	701
2021 Q2	$44K	Buy	1,010 +1	+0.1%	+$47	0.01%	630
2021 Q1	$42K	Hold	1,009	–	–	0.01%	537
2020 Q4	$34K	Sell	1,009 -11	-1%	-$296	0.01%	508
2020 Q3	$19K	Buy	1,020 +343	+51%	+$6.71K	0.01%	600
2020 Q2	$14K	Buy	677 +640	+1,730%	+$13.2K	﹤0.01%	652
2020 Q1	$0	Sell	37 -195	-84%	-$6.73K	﹤0.01%	1552
2019 Q4	$10K	Hold	232	–	–	﹤0.01%	743
2019 Q3	$8K	Sell	232 -96	-29%	-$3.65K	﹤0.01%	788
2019 Q2	$13K	Buy	328 +96	+41%	+$3.96K	﹤0.01%	640
2019 Q1	$9K	Hold	232	–	–	﹤0.01%	689
2018 Q4	$8K	Buy	+232	New	+$9.4K	﹤0.01%	560

Other funds holding HWC

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

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

CRM

Cramer Rosenthal McGlynn Stamford, Connecticut $1.36B AUM 31.72% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Berman Capital Advisors's HWC Position: Q3 2021 in Review

Berman Capital Advisors held its Hancock Whitney (HWC) position steady in Q3 2021 at 1,010 shares worth $47K. The position accounts for 0.01% of the portfolio, ranked #701.

Berman Capital Advisors first reported a position in HWC in Q4 2018 and has held it in 12 quarters since. 248 funds tracked by Wall St. Rank hold HWC as of Q3 2021.

Berman Capital Advisors held 1,010 shares of Hancock Whitney worth $47K as of Q3 2021.
Berman Capital Advisors left its Hancock Whitney share count unchanged in Q3 2021.
Hancock Whitney made up 0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #701 holding.
Berman Capital Advisors first reported a position in Hancock Whitney in Q4 2018 and has held it in 12 quarters since.
248 funds tracked by Wall St. Rank held Hancock Whitney as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.