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Oliver Luxxe Assets’s Hope Bancorp HOPE Stock Holding History

Oliver Luxxe Assets’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
Q1 		– Sell
-33,551
Closed -$430K – 183
2022
Q4 		$430K Buy
33,551
+2,493
+8% +$33K 0.12% 142
2022
Q3 		$393K Buy
+31,058
New +$449K 0.12% 140

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
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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Oliver Luxxe Assets's HOPE Position: Q1 2023 in Review

Oliver Luxxe Assets sold out of Hope Bancorp (HOPE) in Q1 2023, closing a stake of 33,551 shares — an estimated $430K sold.

Oliver Luxxe Assets first reported a position in HOPE in Q3 2022 and held it in 2 quarters. The position peaked at $430K in Q4 2022. 226 funds tracked by Wall St. Rank hold HOPE as of Q1 2023.

  • Oliver Luxxe Assets reported no remaining Hope Bancorp position as of Q1 2023 after selling out during the quarter.
  • Oliver Luxxe Assets sold 33,551 Hope Bancorp shares in Q1 2023, an estimated $430K.
  • Oliver Luxxe Assets first reported a position in Hope Bancorp in Q3 2022 and held it in 2 quarters.
  • Oliver Luxxe Assets's Hope Bancorp position peaked at $430K in Q4 2022.
  • 226 funds tracked by Wall St. Rank held Hope Bancorp as of Q1 2023.

Based on Oliver Luxxe Assets's 13F filing for Q1 2023, filed 19 Apr 2023.