E
HOPE icon

Ergoteles’s Hope Bancorp HOPE Stock Holding History

Ergoteles’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
Q2 		– Sell
-62,023
Closed -$609K – 1229
2023
Q1 		$609K Buy
+62,023
New +$760K 0.02% 663
2022
Q4 		– Sell
-11,218
Closed -$142K – 1641
2022
Q3 		$142K Buy
+11,218
New +$162K 0.01% 1290
2022
Q1 		– Sell
-17,832
Closed -$262K – 1391
2021
Q4 		$262K Sell
17,832
-11,668
-40% -$172K 0.01% 911
2021
Q3 		$426K Buy
+29,500
New +$402K 0.02% 648

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
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ergoteles's HOPE Position: Q2 2023 in Review

Ergoteles sold out of Hope Bancorp (HOPE) in Q2 2023, closing a stake of 62,023 shares — an estimated $609K sold.

Ergoteles first reported a position in HOPE in Q3 2021 and held it in 4 quarters. The position peaked at $609K in Q1 2023. 217 funds tracked by Wall St. Rank hold HOPE as of Q2 2023.

  • Ergoteles reported no remaining Hope Bancorp position as of Q2 2023 after selling out during the quarter.
  • Ergoteles sold 62,023 Hope Bancorp shares in Q2 2023, an estimated $609K.
  • Ergoteles first reported a position in Hope Bancorp in Q3 2021 and held it in 4 quarters.
  • Ergoteles's Hope Bancorp position peaked at $609K in Q1 2023.
  • 217 funds tracked by Wall St. Rank held Hope Bancorp as of Q2 2023.

Based on Ergoteles's 13F filing for Q2 2023, filed 14 Aug 2023.