Sageworth Trust Company of South Dakota’s Hancock Whitney HWC Stock Holding History

Sageworth Trust Company of South Dakota’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	-77	Closed	-$4K	–	244
2022 Q4	$4K	Hold	77	–	–	0.01%	161
2022 Q3	$4K	Sell	77 -52	-40%	-$2.5K	0.01%	151
2022 Q2	$6K	Sell	129 -123	-49%	-$5.85K	0.01%	204
2022 Q1	$13K	Sell	252 -43	-15%	-$2.32K	0.02%	159
2021 Q4	$15K	Buy	+295	New	+$14.7K	0.02%	282

Other funds holding HWC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Sageworth Trust Company of South Dakota's HWC Position: Q1 2023 in Review

Sageworth Trust Company of South Dakota sold out of Hancock Whitney (HWC) in Q1 2023, closing a stake of 77 shares — an estimated $4K sold.

Sageworth Trust Company of South Dakota first reported a position in HWC in Q4 2021 and held it in 5 quarters. The position peaked at $15K in Q4 2021. 293 funds tracked by Wall St. Rank hold HWC as of Q1 2023.

Sageworth Trust Company of South Dakota reported no remaining Hancock Whitney position as of Q1 2023 after selling out during the quarter.
Sageworth Trust Company of South Dakota sold 77 Hancock Whitney shares in Q1 2023, an estimated $4K.
Sageworth Trust Company of South Dakota first reported a position in Hancock Whitney in Q4 2021 and held it in 5 quarters.
Sageworth Trust Company of South Dakota's Hancock Whitney position peaked at $15K in Q4 2021.
293 funds tracked by Wall St. Rank held Hancock Whitney as of Q1 2023.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q1 2023, filed 9 May 2023.