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Hanson & Doremus Investment Management’s Hope Bancorp HOPE Stock Holding History

Hanson & Doremus Investment 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
2020
Q3 		– Sell
-5,854
Closed -$54K – 427
2020
Q2 		$54K Sell
5,854
-620
-10% -$5.56K 0.02% 258
2020
Q1 		$53K Sell
6,474
-851
-12% -$10.6K 0.02% 258
2019
Q4 		$109K Hold
7,325
– – 0.03% 222
2019
Q3 		$105K Sell
7,325
-940
-11% -$13.2K 0.03% 226
2019
Q2 		$114K Sell
8,265
-2,000
-19% -$27.3K 0.04% 221
2019
Q1 		$134K Hold
10,265
– – 0.04% 202
2018
Q4 		$122K Sell
10,265
-1,670
-14% -$23.9K 0.04% 198
2018
Q3 		$193K Hold
11,935
– – 0.06% 177
2018
Q2 		$213K Sell
11,935
-880
-7% -$15.9K 0.07% 171
2018
Q1 		$233K Buy
12,815
+880
+7% +$16.3K 0.07% 175
2017
Q4 		$218K Hold
11,935
– – 0.07% 170
2017
Q3 		$211K Buy
11,935
+65
+0.5% +$1.11K 0.07% 172
2017
Q2 		$221K Buy
11,870
+85
+0.7% +$1.58K 0.08% 161
2017
Q1 		$226K Sell
11,785
-1,005
-8% -$21.1K 0.09% 152
2016
Q4 		$280K Hold
12,790
– – 0.12% 139
2016
Q3 		$222K Sell
12,790
-855
-6% -$13.9K 0.1% 149
2016
Q2 		$204K Sell
13,645
-715
-5% -$11.1K 0.09% 155
2016
Q1 		$218K Sell
14,360
-655
-4% -$9.8K 0.1% 151
2015
Q4 		$259K Sell
15,015
-140
-0.9% -$2.4K 0.12% 141
2015
Q3 		$228K Hold
15,155
– – 0.11% 147
2015
Q2 		$224K Hold
15,155
– – 0.1% 157
2015
Q1 		$219K Sell
15,155
-575
-4% -$7.89K 0.09% 161
2014
Q4 		$226K Hold
15,730
– – 0.1% 159
2014
Q3 		$230K Hold
15,730
– – 0.1% 159
2014
Q2 		$251K Hold
15,730
– – 0.12% 158
2014
Q1 		$270K Hold
15,730
– – 0.13% 154
2013
Q4 		$261K Hold
15,730
– – 0.13% 147
2013
Q3 		$216K Sell
15,730
-450
-3% -$6.48K 0.11% 153
2013
Q2 		$230K Buy
+16,180
New +$209K 0.13% 143

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Hanson & Doremus Investment Management's HOPE Position: Q3 2020 in Review

Hanson & Doremus Investment Management sold out of Hope Bancorp (HOPE) in Q3 2020, closing a stake of 5,854 shares — an estimated $54K sold.

Hanson & Doremus Investment Management first reported a position in HOPE in Q2 2013 and held it in 29 quarters. The position peaked at $280K in Q4 2016. 199 funds tracked by Wall St. Rank hold HOPE as of Q3 2020.

  • Hanson & Doremus Investment Management reported no remaining Hope Bancorp position as of Q3 2020 after selling out during the quarter.
  • Hanson & Doremus Investment Management sold 5,854 Hope Bancorp shares in Q3 2020, an estimated $54K.
  • Hanson & Doremus Investment Management first reported a position in Hope Bancorp in Q2 2013 and held it in 29 quarters.
  • Hanson & Doremus Investment Management's Hope Bancorp position peaked at $280K in Q4 2016.
  • 199 funds tracked by Wall St. Rank held Hope Bancorp as of Q3 2020.

Based on Hanson & Doremus Investment Management's 13F filing for Q3 2020, filed 19 Oct 2020.