6 Meridian’s Federated Hermes FHI Stock Holding History

6 Meridian’s Portfolio FHI Stock Details FHI Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-17,180	Closed	-$560K	–	501
2019 Q4	$560K	Buy	17,180 +655	+4%	+$21.4K	0.05%	317
2019 Q3	$536K	Sell	16,525 -1,984	-11%	-$65.2K	0.05%	329
2019 Q2	$602K	Buy	18,509 +258	+1%	+$8.15K	0.06%	182
2019 Q1	$535K	Buy	+18,251	New	+$507K	0.05%	211

Other funds holding FHI

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

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

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

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

6 Meridian's FHI Position: Q1 2020 in Review

6 Meridian sold out of Federated Hermes (FHI) in Q1 2020, closing a stake of 17,180 shares — an estimated $560K sold.

6 Meridian first reported a position in FHI in Q1 2019 and held it in 4 quarters. The position peaked at $602K in Q2 2019. 267 funds tracked by Wall St. Rank hold FHI as of Q1 2020.

6 Meridian reported no remaining Federated Hermes position as of Q1 2020 after selling out during the quarter.
6 Meridian sold 17,180 Federated Hermes shares in Q1 2020, an estimated $560K.
6 Meridian first reported a position in Federated Hermes in Q1 2019 and held it in 4 quarters.
6 Meridian's Federated Hermes position peaked at $602K in Q2 2019.
267 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2020.

Based on 6 Meridian's 13F filing for Q1 2020, filed 14 Apr 2020.