AXQ Capital’s Federated Hermes FHI Stock Holding History

AXQ Capital’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
2024 Q1	–	Sell	-9,966	Closed	-$337K	–	711
2023 Q4	$337K	Buy	+9,966	New	+$325K	0.09%	354

Other funds holding FHI

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

AXQ Capital's FHI Position: Q1 2024 in Review

AXQ Capital sold out of Federated Hermes (FHI) in Q1 2024, closing a stake of 9,966 shares — an estimated $337K sold.

AXQ Capital first reported a position in FHI in Q4 2023 and held it in 1 quarter. The position peaked at $337K in Q4 2023. 316 funds tracked by Wall St. Rank hold FHI as of Q1 2024.

AXQ Capital reported no remaining Federated Hermes position as of Q1 2024 after selling out during the quarter.
AXQ Capital sold 9,966 Federated Hermes shares in Q1 2024, an estimated $337K.
AXQ Capital first reported a position in Federated Hermes in Q4 2023 and held it in 1 quarter.
AXQ Capital's Federated Hermes position peaked at $337K in Q4 2023.
316 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2024.

Based on AXQ Capital's 13F filing for Q1 2024, filed 14 May 2024.