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Steward Financial Group’s Hancock Whitney HWC Stock Holding History

Steward Financial Group’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
Q3 		$2K Buy
+67
New +$2.73K ﹤0.01% 990
2022
Q3 		– Sell
-23
Closed -$1K – 648
2022
Q2 		$1K Buy
+23
New +$1.09K ﹤0.01% 762

Other funds holding HWC

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $59.7B AUM 29.08% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
CCM
Channing Capital Management Chicago, Illinois $3.91B AUM 34.32% 1-Year Est. Return

Steward Financial Group's HWC Position: Q3 2023 in Review

Steward Financial Group opened a new position in Hancock Whitney (HWC) in Q3 2023: 67 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #990 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in HWC as recently as Q2 2022.

Steward Financial Group first reported a position in HWC in Q2 2022 and has held it in 2 quarters since. 260 funds tracked by Wall St. Rank hold HWC as of Q3 2023.

  • Steward Financial Group held 67 shares of Hancock Whitney worth $2K as of Q3 2023.
  • Hancock Whitney was a new Steward Financial Group position in Q3 2023.
  • Hancock Whitney made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #990 holding.
  • Steward Financial Group first reported a position in Hancock Whitney in Q2 2022 and has held it in 2 quarters since.
  • 260 funds tracked by Wall St. Rank held Hancock Whitney as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.