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Summit Global Investments’s Hancock Whitney HWC Stock Holding History

Summit Global Investments’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
2025
Q1 		– Sell
-19,808
Closed -$1.08M – 504
2024
Q4 		$1.08M Sell
19,808
-8,424
-30% -$466K 0.07% 198
2024
Q3 		$1.45M Buy
+28,232
New +$1.44M 0.09% 179

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 $3.38T AUM 44.17% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Allspring Global Investments
Allspring Global Investments Charlotte, North Carolina $65.2B AUM 39.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Summit Global Investments's HWC Position: Q1 2025 in Review

Summit Global Investments sold out of Hancock Whitney (HWC) in Q1 2025, closing a stake of 19,808 shares — an estimated $1.08M sold.

Summit Global Investments first reported a position in HWC in Q3 2024 and held it in 2 quarters. The position peaked at $1.45M in Q3 2024. 351 funds tracked by Wall St. Rank hold HWC as of Q1 2025.

  • Summit Global Investments reported no remaining Hancock Whitney position as of Q1 2025 after selling out during the quarter.
  • Summit Global Investments sold 19,808 Hancock Whitney shares in Q1 2025, an estimated $1.08M.
  • Summit Global Investments first reported a position in Hancock Whitney in Q3 2024 and held it in 2 quarters.
  • Summit Global Investments's Hancock Whitney position peaked at $1.45M in Q3 2024.
  • 351 funds tracked by Wall St. Rank held Hancock Whitney as of Q1 2025.

Based on Summit Global Investments's 13F filing for Q1 2025, filed 7 Apr 2025.