Equal-WT
WhaleScore 2.0
?
Hancock Whitney Corp is based out of Gulfport. Their last reported 13F filing for Q4 2023 included $2,694,900,342 in managed 13F securities
and a top 10 holdings concentration of 30.94%. Hancock Whitney Corp's largest holding is iShares Core S&P 500 ETF-iShares Core S&P 500 ETF with shares held of 348,437. Whalewisdom has at least 101 13F filings, 10 13G filings, and 605 Form 4 filings
2023-12-31
Top Buys (13F)
Name | % Change |
---|---|
IVV iShares Core S&P 500 | 0.57% |
DXCM DexCom Inc | 0.47% |
JPM JPMorgan Chase & Co. | 0.45% |
AXP American Express Co | 0.33% |
WST West Pharmaceutical | 0.31% |
2023-12-31
Top Sells (13F)
Name | % Change |
---|---|
RF Regions Financial Co | 0.55% |
MBB iShares MBS ETF-iSha | 0.53% |
PII Polaris Inc | 0.53% |
MDT Medtronic Plc | 0.44% |
ABBV AbbVie Inc | 0.44% |
2023-12-31
13F Holdings Summary
Name | $ Change |
---|---|
IVV iShares Core S&P 500 | 6.18% |
AAPL Apple Inc | 5.34% |
MBB iShares MBS ETF-iSha | 4.4% |
MSFT Microsoft Corp. | 4.26% |
AMZN Amazon.com Inc. | 2.42% |
2023-12-31
13F Activity
Market Value | $2.69b, Prior: $2.43b |
New Purchases | 35 stocks |
Added To | 160 stocks |
Sold out of | 24 stocks |
Reduced holdings in | 412 stocks |
Top 10 Holdings % | 30.94% |
Turnover %[1] | 9.37% |
Turnover Alt %[2] | 6.24% |
Time Held Top 20 | 11.9 quarters |
Time Held Top 10 | 10.4 quarters |
Time Held All | 18.4 quarters |
[1]: Turnover is calculated by taking the # of new holdings (initial purchases) + the # of positions sold out of (not just reduced) divided by the total # of holdings for the quarter.
[2]: Alt Turnover is calculated by taking either the total MV of new purchases or the MV of securities sold, whichever is less, divided by the total MV of the fund.
2023-12-31
13F Sector Allocation Over Time
2023-12-31
Analysis
Top 20 equal-weighted holdings. Performance numbers calculated through 2023-12-31