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Chartwell Investment Partners’s Hope Bancorp HOPE Stock Holding History

Chartwell Investment Partners’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
2020
Q2 		– Sell
-636,765
Closed -$5.23M – 419
2020
Q1 		$5.23M Buy
636,765
+12,100
+2% +$151K 0.25% 153
2019
Q4 		$9.28M Buy
624,665
+4,200
+0.7% +$61K 0.31% 142
2019
Q3 		$8.9M Sell
620,465
-33,768
-5% -$473K 0.3% 145
2019
Q2 		$9.02M Sell
654,233
-32,670
-5% -$446K 0.29% 138
2019
Q1 		$8.98M Sell
686,903
-38,180
-5% -$533K 0.29% 137
2018
Q4 		$8.6M Sell
725,083
-22,889
-3% -$327K 0.3% 112
2018
Q3 		$12.1M Sell
747,972
-23,214
-3% -$402K 0.36% 93
2018
Q2 		$13.8M Sell
771,186
-34,218
-4% -$619K 0.41% 84
2018
Q1 		$14.7M Buy
805,404
+54,825
+7% +$1.02M 0.5% 66
2017
Q4 		$13.7M Sell
750,579
-28,050
-4% -$509K 0.47% 70
2017
Q3 		$13.8M Sell
778,629
-20,769
-3% -$355K 0.47% 76
2017
Q2 		$14.9M Sell
799,398
-35,300
-4% -$655K 0.56% 59
2017
Q1 		$16M Buy
834,698
+1,900
+0.2% +$39.9K 0.58% 53
2016
Q4 		$18.2M Sell
832,798
-24,054
-3% -$455K 0.62% 42
2016
Q3 		$14.9M Sell
856,852
-53,292
-6% -$863K 0.27% 119
2016
Q2 		$13.6M Buy
910,144
+525
+0.1% +$8.13K 0.24% 129
2016
Q1 		$13.8M Sell
909,619
-21,225
-2% -$318K 0.26% 106
2015
Q4 		$16M Buy
930,844
+1,400
+0.2% +$24K 0.33% 86
2015
Q3 		$14M Sell
929,444
-48,825
-5% -$730K 0.3% 110
2015
Q2 		$14.5M Buy
978,269
+4,892
+0.5% +$71.6K 0.28% 125
2015
Q1 		$14.1M Buy
973,377
+13,058
+1% +$179K 0.27% 145
2014
Q4 		$13.8M Buy
960,319
+112,600
+13% +$1.59M 0.29% 147
2014
Q3 		$12.4M Buy
+847,719
New +$12.8M 0.28% 142

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Chartwell Investment Partners's HOPE Position: Q2 2020 in Review

Chartwell Investment Partners sold out of Hope Bancorp (HOPE) in Q2 2020, closing a stake of 636,765 shares — an estimated $5.23M sold.

Chartwell Investment Partners first reported a position in HOPE in Q3 2014 and held it in 23 quarters. The position peaked at $18.2M in Q4 2016. 202 funds tracked by Wall St. Rank hold HOPE as of Q2 2020.

  • Chartwell Investment Partners reported no remaining Hope Bancorp position as of Q2 2020 after selling out during the quarter.
  • Chartwell Investment Partners sold 636,765 Hope Bancorp shares in Q2 2020, an estimated $5.23M.
  • Chartwell Investment Partners first reported a position in Hope Bancorp in Q3 2014 and held it in 23 quarters.
  • Chartwell Investment Partners's Hope Bancorp position peaked at $18.2M in Q4 2016.
  • 202 funds tracked by Wall St. Rank held Hope Bancorp as of Q2 2020.

Based on Chartwell Investment Partners's 13F filing for Q2 2020, filed 29 Jul 2020.