Sageworth Trust’s Hope Bancorp HOPE Stock Holding History

Sageworth Trust’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 Q1	–	Sell	-117	Closed	-$2K	–	544
2021 Q4	$2K	Sell	117 -393	-77%	-$5.8K	﹤0.01%	598
2021 Q3	$7K	Hold	510	–	–	﹤0.01%	629
2021 Q2	$7K	Buy	+510	New	+$7.73K	﹤0.01%	661

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

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

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

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

Pzena Investment Management New York $30.8B AUM 11.29% 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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return

Sageworth Trust's HOPE Position: Q1 2022 in Review

Sageworth Trust sold out of Hope Bancorp (HOPE) in Q1 2022, closing a stake of 117 shares — an estimated $2K sold.

Sageworth Trust first reported a position in HOPE in Q2 2021 and held it in 3 quarters. The position peaked at $7K in Q3 2021. 217 funds tracked by Wall St. Rank hold HOPE as of Q1 2022.

Sageworth Trust reported no remaining Hope Bancorp position as of Q1 2022 after selling out during the quarter.
Sageworth Trust sold 117 Hope Bancorp shares in Q1 2022, an estimated $2K.
Sageworth Trust first reported a position in Hope Bancorp in Q2 2021 and held it in 3 quarters.
Sageworth Trust's Hope Bancorp position peaked at $7K in Q3 2021.
217 funds tracked by Wall St. Rank held Hope Bancorp as of Q1 2022.

Based on Sageworth Trust's 13F filing for Q1 2022, filed 6 May 2022.