Ridgewood Investments’s Hope Bancorp HOPE Stock Holding History

Ridgewood Investments’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 Q2	–	Sell	-404	Closed	-$3.96K	–	847
2023 Q1	$3.96K	Buy	+404	New	+$4.95K	﹤0.01%	623
2021 Q1	–	Sell	-33,892	Closed	-$257K	–	201
2020 Q4	$257K	Hold	33,892	–	–	0.2%	132
2020 Q3	$257K	Sell	33,892 -4,335	-11%	-$36.3K	0.2%	133
2020 Q2	$352K	Sell	38,227 -2,945	-7%	-$26.4K	0.29%	117
2020 Q1	$338K	Buy	41,172 +1,505	+4%	+$18.8K	0.34%	93
2019 Q4	$589K	Buy	39,667 +1,971	+5%	+$28.6K	0.42%	75
2019 Q3	$541K	Buy	37,696 +1,214	+3%	+$17K	0.42%	76
2019 Q2	$503K	Buy	36,482 +9,728	+36%	+$133K	0.39%	78
2019 Q1	$350K	Buy	26,754 +15,766	+143%	+$220K	0.29%	114
2018 Q4	$178K	Hold	10,988	–	–	0.14%	159
2018 Q3	$178K	Buy	+10,988	New	+$190K	0.14%	160

Other funds holding HOPE

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Ridgewood Investments's HOPE Position: Q2 2023 in Review

Ridgewood Investments sold out of Hope Bancorp (HOPE) in Q2 2023, closing a stake of 404 shares — an estimated $3.96K sold.

Ridgewood Investments first reported a position in HOPE in Q3 2018 and held it in 11 quarters. The position peaked at $589K in Q4 2019. 217 funds tracked by Wall St. Rank hold HOPE as of Q2 2023.

Ridgewood Investments reported no remaining Hope Bancorp position as of Q2 2023 after selling out during the quarter.
Ridgewood Investments sold 404 Hope Bancorp shares in Q2 2023, an estimated $3.96K.
Ridgewood Investments first reported a position in Hope Bancorp in Q3 2018 and held it in 11 quarters.
Ridgewood Investments's Hope Bancorp position peaked at $589K in Q4 2019.
217 funds tracked by Wall St. Rank held Hope Bancorp as of Q2 2023.

Based on Ridgewood Investments's 13F filing for Q2 2023, filed 7 Aug 2023.