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Aperio Group’s Federated Hermes FHI Stock Holding History

Aperio Group’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
Q4 		$1.68M Sell
58,266
-8,803
-13% -$234K 0.01% 1319
2020
Q3 		$1.44M Sell
67,069
-4,061
-6% -$96.3K ﹤0.01% 1262
2020
Q2 		$1.69M Sell
71,130
-86,088
-55% -$1.91M 0.01% 1182
2020
Q1 		$3M Sell
157,218
-80,692
-34% -$2.4M 0.01% 848
2019
Q4 		$7.75M Sell
237,910
-54,485
-19% -$1.78M 0.03% 580
2019
Q3 		$9.48M Buy
292,395
+9,214
+3% +$303K 0.04% 497
2019
Q2 		$9.2M Buy
283,181
+4,222
+2% +$133K 0.04% 495
2019
Q1 		$8.18M Buy
278,959
+74,453
+36% +$2.07M 0.04% 522
2018
Q4 		$5.43M Buy
204,506
+151,302
+284% +$3.76M 0.03% 610
2018
Q3 		$1.28M Sell
53,204
-57,495
-52% -$1.35M 0.01% 1265
2018
Q2 		$2.58M Buy
110,699
+46,033
+71% +$1.23M 0.01% 902
2018
Q1 		$2.16M Buy
64,666
+26,731
+70% +$908K 0.01% 966
2017
Q4 		$1.37M Buy
37,935
+4,324
+13% +$140K 0.01% 1149
2017
Q3 		$998K Buy
33,611
+4,693
+16% +$132K 0.01% 1264
2017
Q2 		$817K Buy
28,918
+8,054
+39% +$215K 0.01% 1343
2017
Q1 		$550K Sell
20,864
-6,273
-23% -$168K ﹤0.01% 1491
2016
Q4 		$767K Sell
27,137
-231
-0.8% -$6.4K 0.01% 1264
2016
Q3 		$811K Sell
27,368
-9,143
-25% -$286K 0.01% 1204
2016
Q2 		$1.05M Sell
36,511
-860
-2% -$26.3K 0.01% 1049
2016
Q1 		$1.08M Buy
37,371
+5,412
+17% +$142K 0.01% 1015
2015
Q4 		$916K Sell
31,959
-22,324
-41% -$674K 0.01% 1050
2015
Q3 		$1.57M Buy
54,283
+34,196
+170% +$1.1M 0.02% 809
2015
Q2 		$673K Buy
20,087
+2,946
+17% +$102K 0.01% 1167
2015
Q1 		$581K Buy
17,141
+851
+5% +$28.2K 0.01% 1188
2014
Q4 		$536K Sell
16,290
-465
-3% -$14.4K 0.01% 1182
2014
Q3 		$492K Buy
16,755
+535
+3% +$16K 0.01% 1142
2014
Q2 		$502K Buy
16,220
+2,676
+20% +$77.8K 0.01% 1120
2014
Q1 		$414K Buy
+13,544
New +$380K 0.01% 1421
2013
Q4 		– Sell
-15,018
Closed -$412K – 1341
2013
Q3 		$408K Buy
15,018
+626
+4% +$17.8K 0.01% 1240
2013
Q2 		$394K Buy
+14,392
New +$365K 0.01% 1138

Other funds holding FHI

BlackRock
BlackRock New York $5.72T AUM 30.48% 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 $907M AUM 19.33% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
State Street
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Aperio Group's FHI Position: Q4 2020 in Review

Aperio Group reduced its Federated Hermes (FHI) stake by 13% in Q4 2020, selling an estimated $234K and leaving 58,266 shares worth $1.68M. The position accounts for 0.01% of the portfolio, ranked #1319.

Aperio Group first reported a position in FHI in Q2 2013 and has held it in 30 quarters since. The position peaked at $9.48M in Q3 2019. 295 funds tracked by Wall St. Rank hold FHI as of Q4 2020.

  • Aperio Group held 58,266 shares of Federated Hermes worth $1.68M as of Q4 2020.
  • Aperio Group sold 8,803 Federated Hermes shares in Q4 2020, an estimated $234K.
  • Federated Hermes made up 0.01% of Aperio Group's portfolio in Q4 2020, its #1319 holding.
  • Aperio Group first reported a position in Federated Hermes in Q2 2013 and has held it in 30 quarters since.
  • Aperio Group's Federated Hermes position peaked at $9.48M in Q3 2019.
  • 295 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.