IUHSA
HWC icon

Itau Unibanco Holding S.A.’s Hancock Whitney HWC Stock Holding History

Itau Unibanco Holding S.A.’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
Q3 		– Sell
-3,769
Closed -$145K – 520
2023
Q2 		$145K Buy
+3,769
New +$140K 0.01% 198
2023
Q1 		– Sell
-2,255
Closed -$110K – 549
2022
Q4 		$110K Buy
+2,255
New +$117K ﹤0.01% 280
2018
Q1 		– Sell
-921
Closed -$46K – 611
2017
Q4 		$46K Buy
+921
New +$45.5K ﹤0.01% 438
2017
Q3 		– Sell
-40
Closed -$2K – 669
2017
Q2 		$2K Buy
+40
New +$1.88K ﹤0.01% 629

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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
CCM
Channing Capital Management Chicago, Illinois $4.34B AUM 37.08% 1-Year Est. Return

Itau Unibanco Holding S.A.'s HWC Position: Q3 2023 in Review

Itau Unibanco Holding S.A. sold out of Hancock Whitney (HWC) in Q3 2023, closing a stake of 3,769 shares — an estimated $145K sold.

Itau Unibanco Holding S.A. first reported a position in HWC in Q2 2017 and held it in 4 quarters. The position peaked at $145K in Q2 2023. 261 funds tracked by Wall St. Rank hold HWC as of Q3 2023.

  • Itau Unibanco Holding S.A. reported no remaining Hancock Whitney position as of Q3 2023 after selling out during the quarter.
  • Itau Unibanco Holding S.A. sold 3,769 Hancock Whitney shares in Q3 2023, an estimated $145K.
  • Itau Unibanco Holding S.A. first reported a position in Hancock Whitney in Q2 2017 and held it in 4 quarters.
  • Itau Unibanco Holding S.A.'s Hancock Whitney position peaked at $145K in Q2 2023.
  • 261 funds tracked by Wall St. Rank held Hancock Whitney as of Q3 2023.

Based on Itau Unibanco Holding S.A.'s 13F filing for Q3 2023, filed 14 Nov 2023.