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Richard Bernstein Advisors’s Hancock Whitney HWC Stock Holding History

Richard Bernstein 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
2021
Q4 		– Sell
-97,751
Closed -$4.61M – 285
2021
Q3 		$4.61M Buy
97,751
+6,694
+7% +$297K 0.09% 112
2021
Q2 		$4.04M Hold
91,057
– – 0.08% 124
2021
Q1 		$3.82M Buy
+91,057
New +$3.58M 0.09% 125

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
CRM
Cramer Rosenthal McGlynn Stamford, Connecticut $1.98B AUM 60.71% 1-Year Est. Return

Richard Bernstein Advisors's HWC Position: Q4 2021 in Review

Richard Bernstein Advisors sold out of Hancock Whitney (HWC) in Q4 2021, closing a stake of 97,751 shares — an estimated $4.61M sold.

Richard Bernstein Advisors first reported a position in HWC in Q1 2021 and held it in 3 quarters. The position peaked at $4.61M in Q3 2021. 266 funds tracked by Wall St. Rank hold HWC as of Q4 2021.

  • Richard Bernstein Advisors reported no remaining Hancock Whitney position as of Q4 2021 after selling out during the quarter.
  • Richard Bernstein Advisors sold 97,751 Hancock Whitney shares in Q4 2021, an estimated $4.61M.
  • Richard Bernstein Advisors first reported a position in Hancock Whitney in Q1 2021 and held it in 3 quarters.
  • Richard Bernstein Advisors's Hancock Whitney position peaked at $4.61M in Q3 2021.
  • 266 funds tracked by Wall St. Rank held Hancock Whitney as of Q4 2021.

Based on Richard Bernstein Advisors's 13F filing for Q4 2021, filed 11 Feb 2022.