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Prudent Man Advisors’s Hancock Whitney HWC Stock Holding History

Prudent Man Advisors’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
Q1 		– Sell
-4,884
Closed -$236K – 210
2022
Q4 		$236K Buy
+4,884
New +$253K 0.1% 167
2022
Q2 		– Sell
-4,374
Closed -$228K – 177
2022
Q1 		$228K Sell
4,374
-205
-4% -$11.1K 0.09% 158
2021
Q4 		$229K Sell
4,579
-831
-15% -$41.4K 0.09% 167
2021
Q3 		$255K Sell
5,410
-11
-0.2% -$487 0.1% 166
2021
Q2 		$241K Buy
+5,421
New +$252K 0.09% 176

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
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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Prudent Man Advisors's HWC Position: Q1 2023 in Review

Prudent Man Advisors sold out of Hancock Whitney (HWC) in Q1 2023, closing a stake of 4,884 shares — an estimated $236K sold.

Prudent Man Advisors first reported a position in HWC in Q2 2021 and held it in 5 quarters. The position peaked at $255K in Q3 2021. 294 funds tracked by Wall St. Rank hold HWC as of Q1 2023.

  • Prudent Man Advisors reported no remaining Hancock Whitney position as of Q1 2023 after selling out during the quarter.
  • Prudent Man Advisors sold 4,884 Hancock Whitney shares in Q1 2023, an estimated $236K.
  • Prudent Man Advisors first reported a position in Hancock Whitney in Q2 2021 and held it in 5 quarters.
  • Prudent Man Advisors's Hancock Whitney position peaked at $255K in Q3 2021.
  • 294 funds tracked by Wall St. Rank held Hancock Whitney as of Q1 2023.

Based on Prudent Man Advisors's 13F filing for Q1 2023, filed 5 May 2023.