Brinker Capital Investments’s Hope Bancorp HOPE Stock Holding History

Brinker Capital Investments’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 Q1	–	Sell	-20,492	Closed	-$263K	–	1596
2022 Q4	$263K	Sell	20,492 -410	-2%	-$5.43K	0.01%	1199
2022 Q3	$264K	Sell	20,902 -113	-0.5%	-$1.64K	0.01%	1170
2022 Q2	$291K	Sell	21,015 -568	-3%	-$8.29K	0.01%	1179
2022 Q1	$347K	Sell	21,583 -364	-2%	-$6K	0.01%	1173
2021 Q4	$323K	Buy	21,947 +197	+0.9%	+$2.91K	﹤0.01%	1216
2021 Q3	$308K	Hold	21,750	–	–	﹤0.01%	1130
2021 Q2	$308K	Sell	21,750 -294	-1%	-$4.46K	﹤0.01%	1184
2021 Q1	$332K	Buy	+22,044	New	+$293K	0.01%	1024
2020 Q4	–	Sell	-15,396	Closed	-$117K	–	1093
2020 Q3	$117K	Buy	+15,396	New	+$129K	﹤0.01%	1129

Other funds holding HOPE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Brinker Capital Investments's HOPE Position: Q1 2023 in Review

Brinker Capital Investments sold out of Hope Bancorp (HOPE) in Q1 2023, closing a stake of 20,492 shares — an estimated $263K sold.

Brinker Capital Investments first reported a position in HOPE in Q3 2020 and held it in 9 quarters. The position peaked at $347K in Q1 2022. 226 funds tracked by Wall St. Rank hold HOPE as of Q1 2023.

Brinker Capital Investments reported no remaining Hope Bancorp position as of Q1 2023 after selling out during the quarter.
Brinker Capital Investments sold 20,492 Hope Bancorp shares in Q1 2023, an estimated $263K.
Brinker Capital Investments first reported a position in Hope Bancorp in Q3 2020 and held it in 9 quarters.
Brinker Capital Investments's Hope Bancorp position peaked at $347K in Q1 2022.
226 funds tracked by Wall St. Rank held Hope Bancorp as of Q1 2023.

Based on Brinker Capital Investments's 13F filing for Q1 2023, filed 31 Jul 2025.