SC
HOPE icon

Schubert & Co’s Hope Bancorp HOPE Stock Holding History

Schubert & Co’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
-9
Closed -$89 – 697
2023
Q1 		$89 Sell
9
-19
-68% -$233 ﹤0.01% 1604
2022
Q4 		$359 Sell
28
-23
-45% -$305 ﹤0.01% 1449
2022
Q3 		$1K Buy
51
+15
+42% +$217 ﹤0.01% 1119
2022
Q2 		$0 Buy
36
+32
+800% +$467 ﹤0.01% 1513
2022
Q1 		$0 Hold
4
– – ﹤0.01% 1185
2021
Q4 		$0 Buy
+4
New +$59 ﹤0.01% 1124

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
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Pzena Investment Management
Pzena Investment Management New York $30.8B AUM 11.29% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Schubert & Co's HOPE Position: Q2 2023 in Review

Schubert & Co sold out of Hope Bancorp (HOPE) in Q2 2023, closing a stake of 9 shares — an estimated $89 sold.

Schubert & Co first reported a position in HOPE in Q4 2021 and held it in 6 quarters. The position peaked at $1K in Q3 2022. 217 funds tracked by Wall St. Rank hold HOPE as of Q2 2023.

  • Schubert & Co reported no remaining Hope Bancorp position as of Q2 2023 after selling out during the quarter.
  • Schubert & Co sold 9 Hope Bancorp shares in Q2 2023, an estimated $89.
  • Schubert & Co first reported a position in Hope Bancorp in Q4 2021 and held it in 6 quarters.
  • Schubert & Co's Hope Bancorp position peaked at $1K in Q3 2022.
  • 217 funds tracked by Wall St. Rank held Hope Bancorp as of Q2 2023.

Based on Schubert & Co's 13F filing for Q2 2023, filed 4 Aug 2023.