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Burney Company’s Hancock Whitney HWC Stock Holding History

Burney Company’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
2022
Q4 		– Sell
-4,516
Closed -$207K – 554
2022
Q3 		$207K Sell
4,516
-1,154
-20% -$55.5K 0.01% 528
2022
Q2 		$251K Sell
5,670
-493
-8% -$23.5K 0.01% 495
2022
Q1 		$321K Sell
6,163
-125
-2% -$6.74K 0.01% 481
2021
Q4 		$315K Hold
6,288
– – 0.01% 487
2021
Q3 		$296K Sell
6,288
-1,506
-19% -$66.7K 0.01% 482
2021
Q2 		$346K Sell
7,794
-672
-8% -$31.3K 0.02% 472
2021
Q1 		$356K Sell
8,466
-1,287
-13% -$50.7K 0.02% 455
2020
Q4 		$332K Sell
9,753
-10,382
-52% -$280K 0.02% 432
2020
Q3 		$379K Buy
20,135
+1,106
+6% +$21.7K 0.02% 385
2020
Q2 		$403K Buy
19,029
+6,516
+52% +$134K 0.03% 361
2020
Q1 		$244K Buy
12,513
+701
+6% +$24.2K 0.02% 380
2019
Q4 		$518K Buy
11,812
+1,073
+10% +$43.5K 0.03% 331
2019
Q3 		$411K Buy
10,739
+4,005
+59% +$152K 0.02% 336
2019
Q2 		$270K Buy
6,734
+956
+17% +$39.4K 0.02% 396
2019
Q1 		$233K Buy
+5,778
New +$237K 0.01% 416

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Burney Company's HWC Position: Q4 2022 in Review

Burney Company sold out of Hancock Whitney (HWC) in Q4 2022, closing a stake of 4,516 shares — an estimated $207K sold.

Burney Company first reported a position in HWC in Q1 2019 and held it in 15 quarters. The position peaked at $518K in Q4 2019. 319 funds tracked by Wall St. Rank hold HWC as of Q4 2022.

  • Burney Company reported no remaining Hancock Whitney position as of Q4 2022 after selling out during the quarter.
  • Burney Company sold 4,516 Hancock Whitney shares in Q4 2022, an estimated $207K.
  • Burney Company first reported a position in Hancock Whitney in Q1 2019 and held it in 15 quarters.
  • Burney Company's Hancock Whitney position peaked at $518K in Q4 2019.
  • 319 funds tracked by Wall St. Rank held Hancock Whitney as of Q4 2022.

Based on Burney Company's 13F filing for Q4 2022, filed 6 Feb 2023.