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Disciplined Investments’s Hope Bancorp HOPE Stock Holding History

Disciplined 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
Q3 		– Sell
-7
Closed -$59 – 738
2023
Q2 		$59 Buy
7
+5
+250% +$44 ﹤0.01% 1647
2023
Q1 		$20 Sell
2
-5
-71% -$61 ﹤0.01% 1672
2022
Q4 		$90 Sell
7
-1
-13% -$13 ﹤0.01% 1541
2022
Q3 		$0 Buy
8
+2
+33% +$29 ﹤0.01% 1383
2022
Q2 		$0 Buy
6
+2
+50% +$29 ﹤0.01% 1419
2022
Q1 		$0 Buy
+4
New +$66 ﹤0.01% 1457

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Disciplined Investments's HOPE Position: Q3 2023 in Review

Disciplined Investments sold out of Hope Bancorp (HOPE) in Q3 2023, closing a stake of 7 shares — an estimated $59 sold.

Disciplined Investments first reported a position in HOPE in Q1 2022 and held it in 6 quarters. The position peaked at $90 in Q4 2022. 213 funds tracked by Wall St. Rank hold HOPE as of Q3 2023.

  • Disciplined Investments reported no remaining Hope Bancorp position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 7 Hope Bancorp shares in Q3 2023, an estimated $59.
  • Disciplined Investments first reported a position in Hope Bancorp in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Hope Bancorp position peaked at $90 in Q4 2022.
  • 213 funds tracked by Wall St. Rank held Hope Bancorp as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.