HEIP
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Hudson Edge Investment Partners’s Hancock Whitney HWC Stock Holding History

Hudson Edge Investment Partners’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
2025
Q1 		– Sell
-7,932
Closed -$434K – 141
2024
Q4 		$434K Sell
7,932
-5,158
-39% -$285K 0.08% 108
2024
Q3 		$670K Buy
13,090
+1,415
+12% +$72K 0.12% 77
2024
Q2 		$558K Hold
11,675
– – 0.11% 89
2024
Q1 		$538K Buy
11,675
+1,587
+16% +$70.5K 0.1% 98
2023
Q4 		$490K Sell
10,088
-336
-3% -$13.4K 0.11% 94
2023
Q3 		$386K Sell
10,424
-20
-0.2% -$816 0.13% 105
2023
Q2 		$401K Sell
10,444
-1,913
-15% -$71.1K 0.13% 98
2023
Q1 		$450K Buy
12,357
+2,813
+29% +$131K 0.14% 111
2022
Q4 		$462K Buy
9,544
+1,460
+18% +$75.5K 0.16% 115
2022
Q3 		$370K Buy
+8,084
New +$389K 0.14% 131

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