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	$17.6K	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 New York $5.72T AUM 30.48% 1-Year Est. Return

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

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

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

APG Asset Management

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

Bank of New York Mellon

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