Lord, Abbett & Co
HOPE icon

Lord, Abbett & Co’s Hope Bancorp HOPE Stock Holding History

Lord, Abbett & Co’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
2014
Q3 		– Sell
-1,430,900
Closed -$22.8M – 995
2014
Q2 		$22.8M Sell
1,430,900
-932,600
-39% -$14.8M 0.05% 499
2014
Q1 		$40.5M Sell
2,363,500
-323,100
-12% -$5.31M 0.09% 336
2013
Q4 		$44.6M Sell
2,686,600
-930,129
-26% -$14.4M 0.1% 300
2013
Q3 		$49.8M Sell
3,616,729
-317,509
-8% -$4.57M 0.11% 254
2013
Q2 		$55.9M Buy
+3,934,238
New +$50.9M 0.13% 212

Other funds holding HOPE

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
LCP
Lombardia Capital Partners Pasadena, California $110M AUM 13.11% 1-Year Est. Return
CI
Cambiar Investors Denver, Colorado $2.16B AUM 16.24% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Lord, Abbett & Co's HOPE Position: Q3 2014 in Review

Lord, Abbett & Co sold out of Hope Bancorp (HOPE) in Q3 2014, closing a stake of 1,430,900 shares — an estimated $22.8M sold.

Lord, Abbett & Co first reported a position in HOPE in Q2 2013 and held it in 5 quarters. The position peaked at $55.9M in Q2 2013. 167 funds tracked by Wall St. Rank hold HOPE as of Q3 2014.

  • Lord, Abbett & Co reported no remaining Hope Bancorp position as of Q3 2014 after selling out during the quarter.
  • Lord, Abbett & Co sold 1,430,900 Hope Bancorp shares in Q3 2014, an estimated $22.8M.
  • Lord, Abbett & Co first reported a position in Hope Bancorp in Q2 2013 and held it in 5 quarters.
  • Lord, Abbett & Co's Hope Bancorp position peaked at $55.9M in Q2 2013.
  • 167 funds tracked by Wall St. Rank held Hope Bancorp as of Q3 2014.

Based on Lord, Abbett & Co's 13F filing for Q3 2014, filed 14 Nov 2014.