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Aufman Associates’s Federated Hermes FHI Stock Holding History

Aufman Associates’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
2022
Q1 		– Sell
-5,580
Closed -$210K – 49
2021
Q4 		$210K Sell
5,580
-2,043
-27% -$70.9K 0.16% 52
2021
Q3 		$248K Sell
7,623
-1,600
-17% -$52.2K 0.2% 37
2021
Q2 		$313K Sell
9,223
-1,802
-16% -$57.4K 0.24% 29
2021
Q1 		$345K Sell
11,025
-2,857
-21% -$83.9K 0.29% 25
2020
Q4 		$401K Sell
13,882
-4,018
-22% -$107K 0.36% 22
2020
Q3 		$385K Sell
17,900
-1,760
-9% -$41.7K 0.41% 23
2020
Q2 		$466K Sell
19,660
-3,515
-15% -$77.8K 0.53% 20
2020
Q1 		$441K Sell
23,175
-754
-3% -$22.4K 0.61% 20
2019
Q4 		$780K Buy
+23,929
New +$781K 0.8% 14

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
Fidelity Investments
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
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
RL
Ruffer LLP London, United Kingdom $2.83B AUM 30.34% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Aufman Associates's FHI Position: Q1 2022 in Review

Aufman Associates sold out of Federated Hermes (FHI) in Q1 2022, closing a stake of 5,580 shares — an estimated $210K sold.

Aufman Associates first reported a position in FHI in Q4 2019 and held it in 9 quarters. The position peaked at $780K in Q4 2019. 261 funds tracked by Wall St. Rank hold FHI as of Q1 2022.

  • Aufman Associates reported no remaining Federated Hermes position as of Q1 2022 after selling out during the quarter.
  • Aufman Associates sold 5,580 Federated Hermes shares in Q1 2022, an estimated $210K.
  • Aufman Associates first reported a position in Federated Hermes in Q4 2019 and held it in 9 quarters.
  • Aufman Associates's Federated Hermes position peaked at $780K in Q4 2019.
  • 261 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2022.

Based on Aufman Associates's 13F filing for Q1 2022, filed 13 May 2022.