Hancock Whitney’s Hanmi Financial HAFC Stock Holding History

Hancock Whitney’s Portfolio HAFC Stock Details HAFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q1	–	Sell	-28,311	Closed	-$701K	–	640
2022 Q4	$701K	Sell	28,311 -568	-2%	-$14.5K	0.03%	369
2022 Q3	$685K	Sell	28,879 -956	-3%	-$23.5K	0.03%	356
2022 Q2	$669K	Sell	29,835 -13	-0%	-$302	0.03%	364
2022 Q1	$734K	Buy	29,848 +279	+0.9%	+$7.19K	0.03%	375
2021 Q4	$700K	Sell	29,569 -245	-0.8%	-$5.47K	0.02%	396
2021 Q3	$598K	Sell	29,814 -665	-2%	-$12.3K	0.02%	420
2021 Q2	$582K	Sell	30,479 -14,798	-33%	-$303K	0.02%	517
2021 Q1	$893K	Buy	45,277 +1,268	+3%	+$20.6K	0.03%	421
2020 Q4	$499K	Buy	+44,009	New	+$440K	0.02%	523
2016 Q1	–	Sell	-16,600	Closed	-$394K	–	539
2015 Q4	$394K	Buy	+16,600	New	+$425K	0.02%	464
2014 Q2	–	Sell	-20,800	Closed	-$485K	–	504
2014 Q1	$485K	Buy	+20,800	New	+$471K	0.02%	387
2013 Q3	–	Sell	-29,720	Closed	-$525K	–	509
2013 Q2	$525K	Buy	+29,720	New	+$475K	0.03%	317

Other funds holding HAFC

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Dimensional Fund Advisors

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

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

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

Massachusetts Financial Services

Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management

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

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return