Zurich Insurance Group’s Hope Bancorp HOPE Stock Holding History

Zurich Insurance Group’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
2020 Q4	–	Sell	-97,300	Closed	-$738K	–	219
2020 Q3	$738K	Hold	97,300	–	–	0.01%	145
2020 Q2	$897K	Hold	97,300	–	–	0.02%	151
2020 Q1	$800K	Hold	97,300	–	–	0.02%	156
2019 Q4	$1.45M	Hold	97,300	–	–	0.03%	158
2019 Q3	$1.4M	Hold	97,300	–	–	0.03%	421
2019 Q2	$1.34M	Hold	97,300	–	–	0.03%	338
2019 Q1	$1.27M	Buy	+97,300	New	+$1.36M	0.03%	307

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Zurich Insurance Group's HOPE Position: Q4 2020 in Review

Zurich Insurance Group sold out of Hope Bancorp (HOPE) in Q4 2020, closing a stake of 97,300 shares — an estimated $738K sold.

Zurich Insurance Group first reported a position in HOPE in Q1 2019 and held it in 7 quarters. The position peaked at $1.45M in Q4 2019. 202 funds tracked by Wall St. Rank hold HOPE as of Q4 2020.

Zurich Insurance Group reported no remaining Hope Bancorp position as of Q4 2020 after selling out during the quarter.
Zurich Insurance Group sold 97,300 Hope Bancorp shares in Q4 2020, an estimated $738K.
Zurich Insurance Group first reported a position in Hope Bancorp in Q1 2019 and held it in 7 quarters.
Zurich Insurance Group's Hope Bancorp position peaked at $1.45M in Q4 2019.
202 funds tracked by Wall St. Rank held Hope Bancorp as of Q4 2020.

Based on Zurich Insurance Group's 13F filing for Q4 2020, filed 16 Feb 2021.