Everence Capital Management’s Hanmi Financial HAFC Stock Holding History

Everence Capital 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
2023 Q1	–	Sell	-9,870	Closed	-$244K	–	766
2022 Q4	$244K	Hold	9,870	–	–	0.02%	616
2022 Q3	$234K	Hold	9,870	–	–	0.02%	601
2022 Q2	$221K	Sell	9,870 -4,880	-33%	-$113K	0.02%	607
2022 Q1	$363K	Buy	14,750 +4,880	+49%	+$126K	0.03%	502
2021 Q4	$234K	Buy	+9,870	New	+$220K	0.02%	682
2021 Q1	–	Sell	-16,730	Closed	-$190K	–	727
2020 Q4	$190K	Hold	16,730	–	–	0.02%	660
2020 Q3	$137K	Buy	+16,730	New	+$155K	0.02%	638

Other funds holding HAFC

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

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 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

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Everence Capital Management's HAFC Position: Q1 2023 in Review

Everence Capital Management sold out of Hanmi Financial (HAFC) in Q1 2023, closing a stake of 9,870 shares — an estimated $244K sold.

Everence Capital Management first reported a position in HAFC in Q3 2020 and held it in 7 quarters. The position peaked at $363K in Q1 2022. 152 funds tracked by Wall St. Rank hold HAFC as of Q1 2023.

Everence Capital Management reported no remaining Hanmi Financial position as of Q1 2023 after selling out during the quarter.
Everence Capital Management sold 9,870 Hanmi Financial shares in Q1 2023, an estimated $244K.
Everence Capital Management first reported a position in Hanmi Financial in Q3 2020 and held it in 7 quarters.
Everence Capital Management's Hanmi Financial position peaked at $363K in Q1 2022.
152 funds tracked by Wall St. Rank held Hanmi Financial as of Q1 2023.

Based on Everence Capital Management's 13F filing for Q1 2023, filed 4 Apr 2023.