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Schubert & Co’s Hancock Whitney HWC Stock Holding History

Schubert & Co’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
Q2 		– Sell
-6
Closed -$219 – 717
2023
Q1 		$219 Sell
6
-53
-90% -$2.47K ﹤0.01% 1536
2022
Q4 		$2.85K Buy
59
+1
+2% +$52 ﹤0.01% 681
2022
Q3 		$3K Buy
58
+23
+66% +$1.11K ﹤0.01% 620
2022
Q2 		$2K Buy
35
+20
+133% +$951 ﹤0.01% 790
2022
Q1 		$1K Buy
15
+2
+15% +$108 ﹤0.01% 735
2021
Q4 		$1K Buy
+13
New +$648 ﹤0.01% 692

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 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
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Schubert & Co's HWC Position: Q2 2023 in Review

Schubert & Co sold out of Hancock Whitney (HWC) in Q2 2023, closing a stake of 6 shares — an estimated $219 sold.

Schubert & Co first reported a position in HWC in Q4 2021 and held it in 6 quarters. The position peaked at $3K in Q3 2022. 274 funds tracked by Wall St. Rank hold HWC as of Q2 2023.

  • Schubert & Co reported no remaining Hancock Whitney position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 6 Hancock Whitney shares in Q2 2023, an estimated $219.
  • Schubert & Co first reported a position in Hancock Whitney in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Hancock Whitney position peaked at $3K in Q3 2022.
  • 274 funds tracked by Wall St. Rank held Hancock Whitney as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.