Wittenberg Investment Management’s Hope Bancorp HOPE Stock Holding History

Wittenberg Investment Management’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	-10,327	Closed	-$152K	–	83
2021 Q4	$152K	Hold	10,327	–	–	0.06%	73
2021 Q3	$149K	Hold	10,327	–	–	0.06%	72
2021 Q2	$146K	Hold	10,327	–	–	0.06%	69
2021 Q1	$156K	Hold	10,327	–	–	0.07%	68
2020 Q4	$113K	Hold	10,327	–	–	0.06%	68
2020 Q3	$78K	Hold	10,327	–	–	0.04%	69
2020 Q2	$95K	Hold	10,327	–	–	0.05%	66
2020 Q1	$85K	Hold	10,327	–	–	0.05%	67
2019 Q4	$153K	Hold	10,327	–	–	0.06%	72
2019 Q3	$148K	Hold	10,327	–	–	0.06%	71
2019 Q2	$142K	Hold	10,327	–	–	0.06%	75
2019 Q1	$135K	Hold	10,327	–	–	0.06%	74
2018 Q4	$122K	Hold	10,327	–	–	0.06%	76
2018 Q3	$167K	Hold	10,327	–	–	0.07%	74
2018 Q2	$184K	Hold	10,327	–	–	0.08%	73
2018 Q1	$188K	Sell	10,327 -1,015	-9%	-$18.8K	0.08%	71
2017 Q4	$207K	Hold	11,342	–	–	0.09%	70
2017 Q3	$201K	Hold	11,342	–	–	0.09%	74
2017 Q2	$212K	Sell	11,342 -1,406	-11%	-$26.1K	0.1%	71
2017 Q1	$244K	Hold	12,748	–	–	0.12%	67
2016 Q4	$279K	Buy	+12,748	New	+$241K	0.13%	65

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

Wittenberg Investment Management's HOPE Position: Q1 2022 in Review

Wittenberg Investment Management sold out of Hope Bancorp (HOPE) in Q1 2022, closing a stake of 10,327 shares — an estimated $152K sold.

Wittenberg Investment Management first reported a position in HOPE in Q4 2016 and held it in 21 quarters. The position peaked at $279K in Q4 2016. 217 funds tracked by Wall St. Rank hold HOPE as of Q1 2022.

Wittenberg Investment Management reported no remaining Hope Bancorp position as of Q1 2022 after selling out during the quarter.
Wittenberg Investment Management sold 10,327 Hope Bancorp shares in Q1 2022, an estimated $152K.
Wittenberg Investment Management first reported a position in Hope Bancorp in Q4 2016 and held it in 21 quarters.
Wittenberg Investment Management's Hope Bancorp position peaked at $279K in Q4 2016.
217 funds tracked by Wall St. Rank held Hope Bancorp as of Q1 2022.

Based on Wittenberg Investment Management's 13F filing for Q1 2022, filed 16 May 2022.