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Denali Advisors’s Hope Bancorp HOPE Stock Holding History

Denali Advisors’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
2024
Q4 		– Sell
-314,800
Closed -$3.95M – 289
2024
Q3 		$3.95M Sell
314,800
-35,600
-10% -$435K 0.42% 83
2024
Q2 		$3.76M Buy
350,400
+52,700
+18% +$555K 1.03% 40
2024
Q1 		$3.43M Buy
297,700
+14,200
+5% +$160K 1.01% 38
2023
Q4 		$3.42M Buy
283,500
+4,000
+1% +$39.8K 1.05% 36
2023
Q3 		$2.47M Hold
279,500
– – 0.87% 40
2023
Q2 		$2.35M Hold
279,500
– – 0.83% 36
2023
Q1 		$2.74M Hold
279,500
– – 1.14% 35
2022
Q4 		$3.58M Hold
279,500
– – 1.5% 26
2022
Q3 		$3.53M Buy
279,500
+32,900
+13% +$476K 1.67% 16
2022
Q2 		$3.41M Hold
246,600
– – 1.49% 27
2022
Q1 		$3.96M Buy
246,600
+64,500
+35% +$1.06M 1.53% 19
2021
Q4 		$2.68M Hold
182,100
– – 1% 40
2021
Q3 		$2.63M Sell
182,100
-132,900
-42% -$1.81M 1.1% 39
2021
Q2 		$4.47M Sell
315,000
-32,300
-9% -$490K 1.71% 16
2021
Q1 		$5.23M Buy
347,300
+57,600
+20% +$765K 1.61% 3
2020
Q4 		$3.16M Hold
289,700
– – 0.54% 74
2020
Q3 		$2.2M Buy
289,700
+82,700
+40% +$692K 0.44% 77
2020
Q2 		$1.91M Buy
207,000
+179,000
+639% +$1.6M 0.37% 89
2020
Q1 		$230K Buy
+28,000
New +$350K 0.05% 195

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Denali Advisors's HOPE Position: Q4 2024 in Review

Denali Advisors sold out of Hope Bancorp (HOPE) in Q4 2024, closing a stake of 314,800 shares — an estimated $3.95M sold.

Denali Advisors first reported a position in HOPE in Q1 2020 and held it in 19 quarters. The position peaked at $5.23M in Q1 2021. 232 funds tracked by Wall St. Rank hold HOPE as of Q4 2024.

  • Denali Advisors reported no remaining Hope Bancorp position as of Q4 2024 after selling out during the quarter.
  • Denali Advisors sold 314,800 Hope Bancorp shares in Q4 2024, an estimated $3.95M.
  • Denali Advisors first reported a position in Hope Bancorp in Q1 2020 and held it in 19 quarters.
  • Denali Advisors's Hope Bancorp position peaked at $5.23M in Q1 2021.
  • 232 funds tracked by Wall St. Rank held Hope Bancorp as of Q4 2024.

Based on Denali Advisors's 13F filing for Q4 2024, filed 4 Feb 2025.