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Oberweis Asset Management’s Hope Bancorp HOPE Stock Holding History

Oberweis Asset 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
2020
Q2 		– Sell
-52,900
Closed -$435K – 144
2020
Q1 		$435K Sell
52,900
-3,600
-6% -$45K 0.24% 104
2019
Q4 		$840K Buy
56,500
+1,200
+2% +$17.4K 0.28% 92
2019
Q3 		$793K Sell
55,300
-700
-1% -$9.81K 0.18% 91
2019
Q2 		$772K Buy
56,000
+1,600
+3% +$21.8K 0.14% 95
2019
Q1 		$712K Buy
54,400
+15,300
+39% +$213K 0.14% 110
2018
Q4 		$464K Buy
+39,100
New +$559K 0.1% 143

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
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Oberweis Asset Management's HOPE Position: Q2 2020 in Review

Oberweis Asset Management sold out of Hope Bancorp (HOPE) in Q2 2020, closing a stake of 52,900 shares — an estimated $435K sold.

Oberweis Asset Management first reported a position in HOPE in Q4 2018 and held it in 6 quarters. The position peaked at $840K in Q4 2019. 202 funds tracked by Wall St. Rank hold HOPE as of Q2 2020.

  • Oberweis Asset Management reported no remaining Hope Bancorp position as of Q2 2020 after selling out during the quarter.
  • Oberweis Asset Management sold 52,900 Hope Bancorp shares in Q2 2020, an estimated $435K.
  • Oberweis Asset Management first reported a position in Hope Bancorp in Q4 2018 and held it in 6 quarters.
  • Oberweis Asset Management's Hope Bancorp position peaked at $840K in Q4 2019.
  • 202 funds tracked by Wall St. Rank held Hope Bancorp as of Q2 2020.

Based on Oberweis Asset Management's 13F filing for Q2 2020, filed 14 Aug 2020.