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Lee Financial’s Hanmi Financial HAFC Stock Holding History

Lee Financial’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
Q2 		– Sell
-27
Closed -$502 – 807
2023
Q1 		$502 Sell
27
-85
-76% -$1.93K ﹤0.01% 757
2022
Q4 		$2.77K Hold
112
– – ﹤0.01% 633
2022
Q3 		$3K Hold
112
– – ﹤0.01% 620
2022
Q2 		$3K Hold
112
– – ﹤0.01% 626
2022
Q1 		$3K Hold
112
– – ﹤0.01% 574
2021
Q4 		$3K Buy
+112
New +$2.5K ﹤0.01% 670

Other funds holding HAFC

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Hotchkis & Wiley Capital Management
Hotchkis & Wiley Capital Management Los Angeles, California $34.3B AUM 22.63% 1-Year Est. Return

Lee Financial's HAFC Position: Q2 2023 in Review

Lee Financial sold out of Hanmi Financial (HAFC) in Q2 2023, closing a stake of 27 shares — an estimated $502 sold.

Lee Financial first reported a position in HAFC in Q4 2021 and held it in 6 quarters. The position peaked at $3K in Q3 2022. 157 funds tracked by Wall St. Rank hold HAFC as of Q2 2023.

  • Lee Financial reported no remaining Hanmi Financial position as of Q2 2023 after selling out during the quarter.
  • Lee Financial sold 27 Hanmi Financial shares in Q2 2023, an estimated $502.
  • Lee Financial first reported a position in Hanmi Financial in Q4 2021 and held it in 6 quarters.
  • Lee Financial's Hanmi Financial position peaked at $3K in Q3 2022.
  • 157 funds tracked by Wall St. Rank held Hanmi Financial as of Q2 2023.

Based on Lee Financial's 13F filing for Q2 2023, filed 8 Aug 2023.