Acrisure Capital Management’s Federated Hermes FHI Stock Holding History

Acrisure Capital Management’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
2023 Q2	–	Sell	-9,463	Closed	-$380K	–	83
2023 Q1	$380K	Buy	9,463 +803	+9%	+$31.5K	0.38%	91
2022 Q4	$314K	Buy	+8,660	New	+$304K	0.35%	110

Other funds holding FHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

SDWMA

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Acrisure Capital Management's FHI Position: Q2 2023 in Review

Acrisure Capital Management sold out of Federated Hermes (FHI) in Q2 2023, closing a stake of 9,463 shares — an estimated $380K sold.

Acrisure Capital Management first reported a position in FHI in Q4 2022 and held it in 2 quarters. The position peaked at $380K in Q1 2023. 339 funds tracked by Wall St. Rank hold FHI as of Q2 2023.

Acrisure Capital Management reported no remaining Federated Hermes position as of Q2 2023 after selling out during the quarter.
Acrisure Capital Management sold 9,463 Federated Hermes shares in Q2 2023, an estimated $380K.
Acrisure Capital Management first reported a position in Federated Hermes in Q4 2022 and held it in 2 quarters.
Acrisure Capital Management's Federated Hermes position peaked at $380K in Q1 2023.
339 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2023.

Based on Acrisure Capital Management's 13F filing for Q2 2023.