Everence Capital Management’s Hope Bancorp HOPE Stock Holding History

Everence Capital Management’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	-13,410	Closed	-$168K	–	918
2024 Q3	$168K	Hold	13,410	–	–	0.01%	724
2024 Q2	$134	Hold	13,410	–	–	0.01%	726
2024 Q1	$154	Hold	13,410	–	–	0.01%	744
2023 Q4	$162K	Hold	13,410	–	–	0.01%	724
2023 Q3	$119	Sell	13,410 -380	-3%	-$3.63K	0.01%	730
2023 Q2	$111K	Hold	13,790	–	–	0.01%	713
2023 Q1	$135	Hold	13,790	–	–	0.01%	723
2022 Q4	$177	Sell	13,790 -8,420	-38%	-$112K	0.02%	715
2022 Q3	$281K	Hold	22,210	–	–	0.03%	533
2022 Q2	$307K	Hold	22,210	–	–	0.03%	511
2022 Q1	$357K	Hold	22,210	–	–	0.03%	505
2021 Q4	$327K	Hold	22,210	–	–	0.02%	563
2021 Q3	$321K	Hold	22,210	–	–	0.03%	547
2021 Q2	$315K	Hold	22,210	–	–	0.03%	555
2021 Q1	$334K	Hold	22,210	–	–	0.03%	510
2020 Q4	$242K	Hold	22,210	–	–	0.02%	589
2020 Q3	$168K	Hold	22,210	–	–	0.02%	609
2020 Q2	$211K	Hold	22,210	–	–	0.02%	567
2020 Q1	$183K	Buy	22,210 +6,910	+45%	+$86.3K	0.03%	532
2019 Q4	$227K	Hold	15,300	–	–	0.03%	574
2019 Q3	$219K	Hold	15,300	–	–	0.04%	534
2019 Q2	$211K	Hold	15,300	–	–	0.03%	548
2019 Q1	$200K	Buy	+15,300	New	+$213K	0.03%	554

Other funds holding HOPE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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 Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Everence Capital Management's HOPE Position: Q4 2024 in Review

Everence Capital Management sold out of Hope Bancorp (HOPE) in Q4 2024, closing a stake of 13,410 shares — an estimated $168K sold.

Everence Capital Management first reported a position in HOPE in Q1 2019 and held it in 23 quarters. The position peaked at $357K in Q1 2022. 232 funds tracked by Wall St. Rank hold HOPE as of Q4 2024.

Everence Capital Management reported no remaining Hope Bancorp position as of Q4 2024 after selling out during the quarter.
Everence Capital Management sold 13,410 Hope Bancorp shares in Q4 2024, an estimated $168K.
Everence Capital Management first reported a position in Hope Bancorp in Q1 2019 and held it in 23 quarters.
Everence Capital Management's Hope Bancorp position peaked at $357K in Q1 2022.
232 funds tracked by Wall St. Rank held Hope Bancorp as of Q4 2024.

Based on Everence Capital Management's 13F filing for Q4 2024, filed 3 Jan 2025.