Hillsdale Investment Management’s Hope Bancorp HOPE Stock Holding History

Hillsdale 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
2023 Q1	–	Sell	-337,600	Closed	-$4.32M	–	605
2022 Q4	$4.32M	Sell	337,600 -42,100	-11%	-$558K	0.37%	105
2022 Q3	$4.8M	Sell	379,700 -2,800	-0.7%	-$40.5K	0.43%	75
2022 Q2	$5.29M	Sell	382,500 -7,550	-2%	-$110K	0.42%	64
2022 Q1	$6.27M	Buy	390,050 +46,650	+14%	+$769K	0.41%	63
2021 Q4	$5.05M	Buy	+343,400	New	+$5.07M	0.34%	103
2016 Q1	–	Sell	-3,400	Closed	-$59K	–	517
2015 Q4	$59K	Buy	+3,400	New	+$58.4K	0.02%	331
2014 Q4	–	Sell	-25,800	Closed	-$376K	–	569
2014 Q3	$376K	Hold	25,800	–	–	0.12%	132
2014 Q2	$412K	Hold	25,800	–	–	0.09%	125
2014 Q1	$442K	Hold	25,800	–	–	0.12%	107
2013 Q4	$428K	Hold	25,800	–	–	0.13%	118
2013 Q3	$355K	Buy	+25,800	New	+$372K	0.11%	146

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

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Hillsdale Investment Management's HOPE Position: Q1 2023 in Review

Hillsdale Investment Management sold out of Hope Bancorp (HOPE) in Q1 2023, closing a stake of 337,600 shares — an estimated $4.32M sold.

Hillsdale Investment Management first reported a position in HOPE in Q3 2013 and held it in 11 quarters. The position peaked at $6.27M in Q1 2022. 226 funds tracked by Wall St. Rank hold HOPE as of Q1 2023.

Hillsdale Investment Management reported no remaining Hope Bancorp position as of Q1 2023 after selling out during the quarter.
Hillsdale Investment Management sold 337,600 Hope Bancorp shares in Q1 2023, an estimated $4.32M.
Hillsdale Investment Management first reported a position in Hope Bancorp in Q3 2013 and held it in 11 quarters.
Hillsdale Investment Management's Hope Bancorp position peaked at $6.27M in Q1 2022.
226 funds tracked by Wall St. Rank held Hope Bancorp as of Q1 2023.

Based on Hillsdale Investment Management's 13F filing for Q1 2023, filed 10 May 2023.