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BHZ Capital Management’s Hope Bancorp HOPE Stock Holding History

BHZ Capital Management’s Portfolio HOPE Stock Details HOPE Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-22,714
Closed -$223K – 93
2023
Q1 		$223K Buy
+22,714
New +$278K 0.1% 99
2022
Q4 		– Sell
-42,933
Closed -$543K – 126
2022
Q3 		$543K Buy
+42,933
New +$621K 0.23% 80
2021
Q1 		– Sell
-194,551
Closed -$2.12M – 144
2020
Q4 		$2.12M Sell
194,551
-159,531
-45% -$1.49M 0.72% 45
2020
Q3 		$2.69M Hold
354,082
– – 1.14% 28
2020
Q2 		$3.27M Sell
354,082
-155,570
-31% -$1.39M 1.29% 25
2020
Q1 		$4.19M Sell
509,652
-7,877
-2% -$98.4K 1.58% 13
2019
Q4 		$7.69M Sell
517,529
-151,053
-23% -$2.19M 1.8% 11
2019
Q3 		$9.59M Hold
668,582
– – 2.32% 9
2019
Q2 		$9.21M Buy
668,582
+17,948
+3% +$245K 2.21% 10
2019
Q1 		$8.51M Sell
650,634
-50,900
-7% -$710K 2.13% 10
2018
Q4 		$8.32M Buy
701,534
+54,117
+8% +$774K 2.19% 13
2018
Q3 		$10.5M Buy
647,417
+121,801
+23% +$2.11M 2.62% 8
2018
Q2 		$9.37M Buy
525,616
+168,770
+47% +$3.05M 2.68% 8
2018
Q1 		$6.49M Buy
356,846
+57,534
+19% +$1.07M 2.14% 14
2017
Q4 		$5.46M Sell
299,312
-4,870
-2% -$88.3K 1.95% 18
2017
Q3 		$5.39M Buy
304,182
+92,326
+44% +$1.58M 1.76% 18
2017
Q2 		$3.95M Buy
211,856
+52,972
+33% +$984K 1.32% 24
2017
Q1 		$3.05M Buy
158,884
+26,249
+20% +$551K 1.17% 27
2016
Q4 		$2.9M Buy
132,635
+6,300
+5% +$119K 1.2% 24
2016
Q3 		$2.19M Buy
+126,335
New +$2.05M 1.43% 20

Other funds holding HOPE

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

BHZ Capital Management's HOPE Position: Q2 2023 in Review

BHZ Capital Management sold out of Hope Bancorp (HOPE) in Q2 2023, closing a stake of 22,714 shares — an estimated $223K sold.

BHZ Capital Management first reported a position in HOPE in Q3 2016 and held it in 20 quarters. The position peaked at $10.5M in Q3 2018. 217 funds tracked by Wall St. Rank hold HOPE as of Q2 2023.

  • BHZ Capital Management reported no remaining Hope Bancorp position as of Q2 2023 after selling out during the quarter.
  • BHZ Capital Management sold 22,714 Hope Bancorp shares in Q2 2023, an estimated $223K.
  • BHZ Capital Management first reported a position in Hope Bancorp in Q3 2016 and held it in 20 quarters.
  • BHZ Capital Management's Hope Bancorp position peaked at $10.5M in Q3 2018.
  • 217 funds tracked by Wall St. Rank held Hope Bancorp as of Q2 2023.

Based on BHZ Capital Management's 13F filing for Q2 2023, filed 11 Aug 2023.