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Sageworth Trust Company of South Dakota’s Hope Bancorp HOPE Stock Holding History

Sageworth Trust Company of South Dakota’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
2022
Q3 		– Sell
-68
Closed -$1K – 415
2022
Q2 		$1K Hold
68
– – ﹤0.01% 479
2022
Q1 		$1K Sell
68
-317
-82% -$5.23K ﹤0.01% 519
2021
Q4 		$6K Buy
+385
New +$5.68K 0.01% 488

Other funds holding HOPE

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $552B AUM 44.19% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $34.1B AUM 23.81% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
Thrivent Financial for Lutherans
Thrivent Financial for Lutherans Minneapolis, Minnesota $52.5B AUM 27.12% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Sageworth Trust Company of South Dakota's HOPE Position: Q3 2022 in Review

Sageworth Trust Company of South Dakota sold out of Hope Bancorp (HOPE) in Q3 2022, closing a stake of 68 shares — an estimated $1K sold.

Sageworth Trust Company of South Dakota first reported a position in HOPE in Q4 2021 and held it in 3 quarters. The position peaked at $6K in Q4 2021. 224 funds tracked by Wall St. Rank hold HOPE as of Q3 2022.

  • Sageworth Trust Company of South Dakota reported no remaining Hope Bancorp position as of Q3 2022 after selling out during the quarter.
  • Sageworth Trust Company of South Dakota sold 68 Hope Bancorp shares in Q3 2022, an estimated $1K.
  • Sageworth Trust Company of South Dakota first reported a position in Hope Bancorp in Q4 2021 and held it in 3 quarters.
  • Sageworth Trust Company of South Dakota's Hope Bancorp position peaked at $6K in Q4 2021.
  • 224 funds tracked by Wall St. Rank held Hope Bancorp as of Q3 2022.

Based on Sageworth Trust Company of South Dakota's 13F filing for Q3 2022, filed 2 Nov 2022.