Congress Asset Management’s Hanmi Financial HAFC Stock Holding History

Congress Asset Management’s Portfolio HAFC Stock Details HAFC Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2019 Q4	–	Sell	-32,641	Closed	-$613K	–	350
2019 Q3	$613K	Sell	32,641 -160,751	-83%	-$3.17M	0.01%	304
2019 Q2	$4.31M	Sell	193,392 -63,945	-25%	-$1.42M	0.05%	207
2019 Q1	$5.47M	Sell	257,337 -4,241	-2%	-$92.2K	0.07%	158
2018 Q4	$5.15M	Buy	261,578 +9,830	+4%	+$210K	0.08%	144
2018 Q3	$6.27M	Buy	251,748 +126,515	+101%	+$3.33M	0.08%	152
2018 Q2	$3.55M	Buy	125,233 +22,151	+21%	+$657K	0.05%	219
2018 Q1	$3.17M	Buy	103,082 +1,921	+2%	+$60K	0.04%	223
2017 Q4	$3.07M	Sell	101,161 -1,970	-2%	-$60.7K	0.04%	218
2017 Q3	$3.19M	Buy	+103,131	New	+$2.89M	0.05%	211

Other funds holding HAFC

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Boston Partners Boston, Massachusetts $113B AUM 38.87% 1-Year Est. Return

Renaissance Technologies New York $72.6B AUM 54.88% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Congress Asset Management's HAFC Position: Q4 2019 in Review

Congress Asset Management sold out of Hanmi Financial (HAFC) in Q4 2019, closing a stake of 32,641 shares — an estimated $613K sold.

Congress Asset Management first reported a position in HAFC in Q3 2017 and held it in 9 quarters. The position peaked at $6.27M in Q3 2018. 129 funds tracked by Wall St. Rank hold HAFC as of Q4 2019.

Congress Asset Management reported no remaining Hanmi Financial position as of Q4 2019 after selling out during the quarter.
Congress Asset Management sold 32,641 Hanmi Financial shares in Q4 2019, an estimated $613K.
Congress Asset Management first reported a position in Hanmi Financial in Q3 2017 and held it in 9 quarters.
Congress Asset Management's Hanmi Financial position peaked at $6.27M in Q3 2018.
129 funds tracked by Wall St. Rank held Hanmi Financial as of Q4 2019.

Based on Congress Asset Management's 13F filing for Q4 2019, filed 10 Feb 2020.