Massachusetts Financial Services
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Massachusetts Financial Services’s Hope Bancorp HOPE Stock Holding History

Massachusetts Financial Services’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
Q4 		– Sell
-53,337
Closed -$670K – 896
2024
Q3 		$670K Sell
53,337
-1,292
-2% -$15.8K ﹤0.01% 810
2024
Q2 		$587K Buy
+54,629
New +$575K ﹤0.01% 824

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FCM
Frontier Capital Management Boston, Massachusetts $9.73B AUM 55.65% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Massachusetts Financial Services's HOPE Position: Q4 2024 in Review

Massachusetts Financial Services sold out of Hope Bancorp (HOPE) in Q4 2024, closing a stake of 53,337 shares — an estimated $670K sold.

Massachusetts Financial Services first reported a position in HOPE in Q2 2024 and held it in 2 quarters. The position peaked at $670K in Q3 2024. 232 funds tracked by Wall St. Rank hold HOPE as of Q4 2024.

  • Massachusetts Financial Services reported no remaining Hope Bancorp position as of Q4 2024 after selling out during the quarter.
  • Massachusetts Financial Services sold 53,337 Hope Bancorp shares in Q4 2024, an estimated $670K.
  • Massachusetts Financial Services first reported a position in Hope Bancorp in Q2 2024 and held it in 2 quarters.
  • Massachusetts Financial Services's Hope Bancorp position peaked at $670K in Q3 2024.
  • 232 funds tracked by Wall St. Rank held Hope Bancorp as of Q4 2024.

Based on Massachusetts Financial Services's 13F filing for Q4 2024, filed 12 Feb 2025.