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Lee Financial’s Hope Bancorp HOPE Stock Holding History

Lee Financial’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
Q1 		– Sell
-190
Closed -$2.3K – 457
2023
Q4 		$2.3K Hold
190
– – ﹤0.01% 717
2023
Q3 		$1.68K Hold
190
– – ﹤0.01% 724
2023
Q2 		$1.6K Hold
190
– – ﹤0.01% 696
2023
Q1 		$1.87K Buy
+190
New +$2.33K ﹤0.01% 682
2022
Q4 		– Sell
-188
Closed -$2K – 957
2022
Q3 		$2K Buy
+188
New +$2.72K ﹤0.01% 682

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Lee Financial's HOPE Position: Q1 2024 in Review

Lee Financial sold out of Hope Bancorp (HOPE) in Q1 2024, closing a stake of 190 shares — an estimated $2.3K sold.

Lee Financial first reported a position in HOPE in Q3 2022 and held it in 5 quarters. The position peaked at $2.3K in Q4 2023. 219 funds tracked by Wall St. Rank hold HOPE as of Q1 2024.

  • Lee Financial reported no remaining Hope Bancorp position as of Q1 2024 after selling out during the quarter.
  • Lee Financial sold 190 Hope Bancorp shares in Q1 2024, an estimated $2.3K.
  • Lee Financial first reported a position in Hope Bancorp in Q3 2022 and held it in 5 quarters.
  • Lee Financial's Hope Bancorp position peaked at $2.3K in Q4 2023.
  • 219 funds tracked by Wall St. Rank held Hope Bancorp as of Q1 2024.

Based on Lee Financial's 13F filing for Q1 2024, filed 15 May 2024.