Ameritas Investment Partners’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $768K | Hold |
13,544
| – | – | 0.02% | 698 |
|
|
2025
Q4 | $705K | Sell |
13,544
-311
| -2% | -$15.8K | 0.02% | 716 |
|
|
2025
Q3 | $719K | Sell |
13,855
-796
| -5% | -$40.4K | 0.02% | 705 |
|
|
2025
Q2 | $649K | Sell |
14,651
-956
| -6% | -$39.3K | 0.02% | 739 |
|
|
2025
Q1 | $636K | Hold |
15,607
| – | – | 0.02% | 729 |
|
|
2024
Q4 | $642K | Sell |
15,607
-541
| -3% | -$21.9K | 0.02% | 737 |
|
|
2024
Q3 | $594K | Sell |
16,148
-924
| -5% | -$31.6K | 0.02% | 784 |
|
|
2024
Q2 | $561K | Sell |
17,072
-946
| -5% | -$31.7K | 0.02% | 770 |
|
|
2024
Q1 | $651K | Sell |
18,018
-1,025
| -5% | -$36K | 0.02% | 741 |
|
|
2023
Q4 | $645K | Sell |
19,043
-1,121
| -6% | -$36.5K | 0.02% | 729 |
|
|
2023
Q3 | $683K | Sell |
20,164
-1,071
| -5% | -$36.9K | 0.03% | 682 |
|
|
2023
Q2 | $761K | Sell |
21,235
-7,374
| -26% | -$285K | 0.03% | 666 |
|
|
2023
Q1 | $1.15M | Hold |
28,609
| – | – | 0.05% | 524 |
|
|
2022
Q4 | $1.09M | Buy |
28,609
+246
| +0.9% | +$8.63K | 0.04% | 549 |
|
|
2022
Q3 | $939K | Sell |
28,363
-2,669
| -9% | -$91.1K | 0.04% | 538 |
|
|
2022
Q2 | $986K | Sell |
31,032
-2,239
| -7% | -$70.9K | 0.04% | 537 |
|
|
2022
Q1 | $1.13M | Hold |
33,271
| – | – | 0.04% | 571 |
|
|
2021
Q4 | $1.25M | Hold |
33,271
| – | – | 0.04% | 546 |
|
|
2021
Q3 | $1.08M | Buy |
33,271
+560
| +2% | +$18.3K | 0.04% | 581 |
|
|
2021
Q2 | $1.11M | Sell |
32,711
-1,109
| -3% | -$35.3K | 0.04% | 575 |
|
|
2021
Q1 | $1.06M | Sell |
33,820
-497
| -1% | -$14.6K | 0.04% | 579 |
|
|
2020
Q4 | $991K | Sell |
34,317
-1,084
| -3% | -$28.9K | 0.05% | 547 |
|
|
2020
Q3 | $761K | Sell |
35,401
-410
| -1% | -$9.72K | 0.03% | 578 |
|
|
2020
Q2 | $849K | Hold |
35,811
| – | – | 0.04% | 523 |
|
|
2020
Q1 | $682K | Buy |
35,811
+229
| +0.6% | +$6.8K | 0.04% | 525 |
|
|
2019
Q4 | $1.16M | Buy |
35,582
+391
| +1% | +$12.8K | 0.05% | 462 |
|
|
2019
Q3 | $1.14M | Sell |
35,191
-847
| -2% | -$27.8K | 0.05% | 450 |
|
|
2019
Q2 | $1.17M | Sell |
36,038
-2,200
| -6% | -$69.5K | 0.05% | 446 |
|
|
2019
Q1 | $1.12M | Sell |
38,238
-756
| -2% | -$21K | 0.05% | 454 |
|
|
2018
Q4 | $1.03M | Sell |
38,994
-100
| -0.3% | -$2.48K | 0.06% | 443 |
|
|
2018
Q3 | $943K | Sell |
39,094
-57,000
| -59% | -$1.34M | 0.04% | 558 |
|
|
2018
Q2 | $2.24M | Buy |
96,094
+8,020
| +9% | +$214K | 0.11% | 206 |
|
|
2018
Q1 | $2.94M | Sell |
88,074
-14,500
| -14% | -$493K | 0.14% | 146 |
|
|
2017
Q4 | $3.64M | Buy |
102,574
+1,293
| +1% | +$41.9K | 0.17% | 120 |
|
|
2017
Q3 | $2.94M | Hold |
101,281
| – | – | 0.14% | 144 |
|
|
2017
Q2 | $2.86M | Sell |
101,281
-560
| -0.5% | -$15K | 0.14% | 140 |
|
|
2017
Q1 | $2.68M | Buy |
101,841
+3,089
| +3% | +$82.7K | 0.13% | 153 |
|
|
2016
Q4 | $2.79M | Buy |
98,752
+68,423
| +226% | +$1.9M | 0.14% | 150 |
|
|
2016
Q3 | $898K | Sell |
30,329
-67,472
| -69% | -$2.11M | 0.05% | 537 |
|
|
2016
Q2 | $2.81M | Buy |
97,801
+261
| +0.3% | +$7.98K | 0.18% | 110 |
|
|
2016
Q1 | $2.81M | Sell |
97,540
-27,247
| -22% | -$717K | 0.19% | 110 |
|
|
2015
Q4 | $3.57M | Buy |
124,787
+12,432
| +11% | +$375K | 0.24% | 76 |
|
|
2015
Q3 | $3.25M | Sell |
112,355
-419
| -0.4% | -$13.4K | 0.23% | 77 |
|
|
2015
Q2 | $3.78M | Sell |
112,774
-730
| -0.6% | -$25.2K | 0.25% | 73 |
|
|
2015
Q1 | $3.85M | Buy |
113,504
+6,884
| +6% | +$228K | 0.25% | 67 |
|
|
2014
Q4 | $3.51M | Buy |
106,620
+25,893
| +32% | +$801K | 0.24% | 90 |
|
|
2014
Q3 | $2.37M | Buy |
80,727
+66,334
| +461% | +$1.99M | 0.17% | 138 |
|
|
2014
Q2 | $445K | Hold |
14,393
| – | – | 0.03% | 653 |
|
|
2014
Q1 | $440K | Sell |
14,393
-534
| -4% | -$15K | 0.03% | 623 |
|
|
2013
Q4 | $430K | Hold |
14,927
| – | – | 0.03% | 641 |
|
|
2013
Q3 | $405K | Buy |
+14,927
| New | +$424K | 0.04% | 596 |
|
Other funds holding FHI
VPM
VCM
SDWMA
