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Anchor Capital Advisors’s Federated Hermes FHI Stock Holding History

Anchor Capital Advisors’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
-26,903
Closed -$877K – 252
2019
Q4 		$877K Sell
26,903
-730
-3% -$23.8K 0.02% 171
2019
Q3 		$896K Sell
27,633
-1,153
-4% -$37.9K 0.03% 167
2019
Q2 		$936K Sell
28,786
-572,383
-95% -$18.1M 0.03% 163
2019
Q1 		$17.6M Buy
601,169
+7,336
+1% +$204K 0.37% 75
2018
Q4 		$15.8M Sell
593,833
-19,254
-3% -$478K 0.64% 73
2018
Q3 		$14.8M Sell
613,087
-5,359
-0.9% -$126K 0.54% 79
2018
Q2 		$14.4M Sell
618,446
-57,878
-9% -$1.55M 0.53% 83
2018
Q1 		$22.6M Sell
676,324
-11,049
-2% -$375K 0.79% 55
2017
Q4 		$24.8M Sell
687,373
-181
-0% -$5.86K 0.88% 49
2017
Q3 		$20.4M Sell
687,554
-973
-0.1% -$27.3K 0.74% 62
2017
Q2 		$19.5M Buy
688,527
+667,807
+3,223% +$17.8M 0.71% 65
2017
Q1 		$546K Buy
+20,720
New +$555K 0.02% 207

Other funds holding FHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Anchor Capital Advisors's FHI Position: Q1 2020 in Review

Anchor Capital Advisors sold out of Federated Hermes (FHI) in Q1 2020, closing a stake of 26,903 shares — an estimated $877K sold.

Anchor Capital Advisors first reported a position in FHI in Q1 2017 and held it in 12 quarters. The position peaked at $24.8M in Q4 2017. 267 funds tracked by Wall St. Rank hold FHI as of Q1 2020.

  • Anchor Capital Advisors reported no remaining Federated Hermes position as of Q1 2020 after selling out during the quarter.
  • Anchor Capital Advisors sold 26,903 Federated Hermes shares in Q1 2020, an estimated $877K.
  • Anchor Capital Advisors first reported a position in Federated Hermes in Q1 2017 and held it in 12 quarters.
  • Anchor Capital Advisors's Federated Hermes position peaked at $24.8M in Q4 2017.
  • 267 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2020.

Based on Anchor Capital Advisors's 13F filing for Q1 2020, filed 7 May 2020.