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LVZ Inc’s Hancock Whitney HWC Stock Holding History

LVZ Inc’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
2024
Q1 		– Sell
-10,185
Closed -$495K – 152
2023
Q4 		$495K Buy
10,185
+930
+10% +$37.2K 0.07% 69
2023
Q3 		$342K Sell
9,255
-3,604
-28% -$147K 0.06% 77
2023
Q2 		$494K Buy
12,859
+3,189
+33% +$118K 0.07% 74
2023
Q1 		$352K Buy
9,670
+1,588
+20% +$74.1K 0.05% 98
2022
Q4 		$391K Buy
8,082
+377
+5% +$19.5K 0.06% 86
2022
Q3 		$353K Sell
7,705
-108
-1% -$5.2K 0.06% 75
2022
Q2 		$346K Buy
7,813
+1,028
+15% +$48.9K 0.06% 74
2022
Q1 		$354K Buy
6,785
+781
+13% +$42.1K 0.05% 77
2021
Q4 		$300K Buy
6,004
+371
+7% +$18.5K 0.04% 87
2021
Q3 		$265K Buy
5,633
+156
+3% +$6.91K 0.04% 83
2021
Q2 		$243K Buy
5,477
+413
+8% +$19.2K 0.04% 96
2021
Q1 		$213K Buy
+5,064
New +$199K 0.03% 100

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 $3.37T AUM 44.26% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

LVZ Inc's HWC Position: Q1 2024 in Review

LVZ Inc sold out of Hancock Whitney (HWC) in Q1 2024, closing a stake of 10,185 shares — an estimated $495K sold.

LVZ Inc first reported a position in HWC in Q1 2021 and held it in 12 quarters. The position peaked at $495K in Q4 2023. 296 funds tracked by Wall St. Rank hold HWC as of Q1 2024.

  • LVZ Inc reported no remaining Hancock Whitney position as of Q1 2024 after selling out during the quarter.
  • LVZ Inc sold 10,185 Hancock Whitney shares in Q1 2024, an estimated $495K.
  • LVZ Inc first reported a position in Hancock Whitney in Q1 2021 and held it in 12 quarters.
  • LVZ Inc's Hancock Whitney position peaked at $495K in Q4 2023.
  • 296 funds tracked by Wall St. Rank held Hancock Whitney as of Q1 2024.

Based on LVZ Inc's 13F filing for Q1 2024, filed 17 Apr 2024.