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Bridgewater Advisors’s Hancock Whitney HWC Stock Holding History

Bridgewater 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
2023
Q2 		– Sell
-28,432
Closed -$1.03M – 113
2023
Q1 		$1.03M Sell
28,432
-713
-2% -$33.3K 0.23% 77
2022
Q4 		$1.41M Sell
29,145
-119
-0.4% -$6.15K 0.34% 63
2022
Q3 		$1.34M Buy
+29,264
New +$1.41M 0.37% 56

Other funds holding HWC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Bridgewater Advisors's HWC Position: Q2 2023 in Review

Bridgewater Advisors sold out of Hancock Whitney (HWC) in Q2 2023, closing a stake of 28,432 shares — an estimated $1.03M sold.

Bridgewater Advisors first reported a position in HWC in Q3 2022 and held it in 3 quarters. The position peaked at $1.41M in Q4 2022. 274 funds tracked by Wall St. Rank hold HWC as of Q2 2023.

  • Bridgewater Advisors reported no remaining Hancock Whitney position as of Q2 2023 after selling out during the quarter.
  • Bridgewater Advisors sold 28,432 Hancock Whitney shares in Q2 2023, an estimated $1.03M.
  • Bridgewater Advisors first reported a position in Hancock Whitney in Q3 2022 and held it in 3 quarters.
  • Bridgewater Advisors's Hancock Whitney position peaked at $1.41M in Q4 2022.
  • 274 funds tracked by Wall St. Rank held Hancock Whitney as of Q2 2023.

Based on Bridgewater Advisors's 13F filing for Q2 2023, filed 24 Jul 2023.