Ownership history in HANCOCK WHITNEY CORP Β· 59 quarters on record
This page tracks every 13F SEC filing in which HANCOCK WHITNEY CORP reported a position in I SHARES S&P 500 INDEX FUND COM (IVV). Data includes quarterly share count, position size as % of portfolio, estimated market value, and end-of-quarter stock price β sourced directly from SEC EDGAR 13F filings.
π HANCOCK WHITNEY CORP outperformed the S&P 500 by +0.0% annually on this IVV position. Timing score: 50% (28/56 decisions correct). Average cost basis: $307.80. Maximum drawdown during holding period: β23.9%.
β‘οΈ Roughly in line with S&P 500 (Β±1% alpha range).
58 quarters analyzed
β‘οΈ Neutral timing β roughly coin-flip accuracy on add/trim calls.
28 of 56 add/trim decisions correct
Best entry: $97.92 (2011 Q4) Β· Worst: $683.12 (2025 Q4)
πͺ Held through 1 major drawdown (>20%). Strong conviction under pressure.
32 adds Β· 25 trims. Bought during 4 of 12 down-price quarters. π More buys than sells across the holding period.
π Portfolio weight has been declining in recent quarters. Possible distribution phase.
Currently 4.8% of portfolio
β Based on quarterly 13F SEC filings and end-of-quarter closing prices. Timing score = accuracy of add/trim decisions vs next-quarter price direction. Alpha = mean quarterly excess return Γ 4 (annualised). Not investment advice.
As of 2025 Q4 β sorted by position size