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Baird’s Federated Hermes FHI Stock Holding History

Baird’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
2015
Q1 		$1.94M Sell
57,258
-32,695
-36% -$1.09M 0.02% 562
2014
Q4 		$2.96M Buy
89,953
+21,111
+31% +$653K 0.03% 447
2014
Q3 		$2.02M Sell
68,842
-1,160
-2% -$34.8K 0.03% 462
2014
Q2 		$2.16M Buy
70,002
+320
+0.5% +$9.3K 0.03% 466
2014
Q1 		$2.13M Buy
69,682
+7,425
+12% +$208K 0.03% 455
2013
Q4 		$1.79M Buy
62,257
+4,384
+8% +$120K 0.03% 483
2013
Q3 		$1.57M Buy
57,873
+3,099
+6% +$88.1K 0.03% 486
2013
Q2 		$1.5M Buy
+54,774
New +$1.39M 0.03% 472

Other funds holding FHI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
LCOV
London Company of Virginia Richmond, Virginia $16.2B AUM 17.5% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Baird's FHI Position: Q1 2015 in Review

Baird reduced its Federated Hermes (FHI) stake by 36% in Q1 2015, selling an estimated $1.09M and leaving 57,258 shares worth $1.94M. The position accounts for 0.02% of the portfolio, ranked #562.

Baird first reported a position in FHI in Q2 2013 and has held it in 8 quarters since. The position peaked at $2.96M in Q4 2014. 251 funds tracked by Wall St. Rank hold FHI as of Q1 2015.

  • Baird held 57,258 shares of Federated Hermes worth $1.94M as of Q1 2015.
  • Baird sold 32,695 Federated Hermes shares in Q1 2015, an estimated $1.09M.
  • Federated Hermes made up 0.02% of Baird's portfolio in Q1 2015, its #562 holding.
  • Baird first reported a position in Federated Hermes in Q2 2013 and has held it in 8 quarters since.
  • Baird's Federated Hermes position peaked at $2.96M in Q4 2014.
  • 251 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2015.

Based on Baird's 13F filing for Q1 2015, filed 13 May 2015.