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Occudo Quantitative Strategies’s Hope Bancorp HOPE Stock Holding History

Occudo Quantitative Strategies’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
2023
Q4 		– Sell
-83,373
Closed -$738K – 957
2023
Q3 		$738K Buy
83,373
+22,826
+38% +$218K 0.1% 368
2023
Q2 		$510K Sell
60,547
-64,733
-52% -$565K 0.05% 552
2023
Q1 		$1.23M Buy
+125,280
New +$1.54M 0.11% 273
2022
Q1 		– Sell
-14,567
Closed -$214K – 1210
2021
Q4 		$214K Buy
14,567
+2,681
+23% +$39.6K 0.02% 873
2021
Q3 		$172K Buy
+11,886
New +$162K 0.02% 879

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Occudo Quantitative Strategies's HOPE Position: Q4 2023 in Review

Occudo Quantitative Strategies sold out of Hope Bancorp (HOPE) in Q4 2023, closing a stake of 83,373 shares — an estimated $738K sold.

Occudo Quantitative Strategies first reported a position in HOPE in Q3 2021 and held it in 5 quarters. The position peaked at $1.23M in Q1 2023. 219 funds tracked by Wall St. Rank hold HOPE as of Q4 2023.

  • Occudo Quantitative Strategies reported no remaining Hope Bancorp position as of Q4 2023 after selling out during the quarter.
  • Occudo Quantitative Strategies sold 83,373 Hope Bancorp shares in Q4 2023, an estimated $738K.
  • Occudo Quantitative Strategies first reported a position in Hope Bancorp in Q3 2021 and held it in 5 quarters.
  • Occudo Quantitative Strategies's Hope Bancorp position peaked at $1.23M in Q1 2023.
  • 219 funds tracked by Wall St. Rank held Hope Bancorp as of Q4 2023.

Based on Occudo Quantitative Strategies's 13F filing for Q4 2023, filed 14 Feb 2024.