Aviva
FHI icon

Aviva’s Federated Hermes FHI Stock Holding History

Aviva’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
2023
Q3 		– Sell
-38,158
Closed -$1.37M – 988
2023
Q2 		$1.37M Buy
38,158
+1,584
+4% +$61.2K 0.01% 778
2023
Q1 		$1.47M Buy
36,574
+9,587
+36% +$376K 0.01% 757
2022
Q4 		$980K Sell
26,987
-19,196
-42% -$673K ﹤0.01% 847
2022
Q3 		$1.53M Buy
+46,183
New +$1.58M 0.01% 771
2022
Q2 		– Sell
-66,062
Closed -$2.25M – 1068
2022
Q1 		$2.25M Sell
66,062
-6,798
-9% -$231K 0.01% 792
2021
Q4 		$2.74M Buy
72,860
+19,373
+36% +$672K 0.01% 725
2021
Q3 		$1.74M Buy
+53,487
New +$1.74M 0.01% 783

Other funds holding FHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Aviva's FHI Position: Q3 2023 in Review

Aviva sold out of Federated Hermes (FHI) in Q3 2023, closing a stake of 38,158 shares — an estimated $1.37M sold.

Aviva first reported a position in FHI in Q3 2021 and held it in 7 quarters. The position peaked at $2.74M in Q4 2021. 308 funds tracked by Wall St. Rank hold FHI as of Q3 2023.

  • Aviva reported no remaining Federated Hermes position as of Q3 2023 after selling out during the quarter.
  • Aviva sold 38,158 Federated Hermes shares in Q3 2023, an estimated $1.37M.
  • Aviva first reported a position in Federated Hermes in Q3 2021 and held it in 7 quarters.
  • Aviva's Federated Hermes position peaked at $2.74M in Q4 2021.
  • 308 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2023.

Based on Aviva's 13F filing for Q3 2023, filed 13 Nov 2023.