Bank of Nova Scotia
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Bank of Nova Scotia’s Federated Hermes FHI Stock Holding History

Bank of Nova Scotia’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
Q2 		– Sell
-7,970
Closed -$320K – 1066
2023
Q1 		$320K Buy
7,970
+2,280
+40% +$89.5K ﹤0.01% 954
2022
Q4 		$207K Buy
+5,690
New +$200K ﹤0.01% 1111
2020
Q1 		– Sell
-9,695
Closed -$316K – 924
2019
Q4 		$316K Buy
+9,695
New +$316K ﹤0.01% 859

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
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of Nova Scotia's FHI Position: Q2 2023 in Review

Bank of Nova Scotia sold out of Federated Hermes (FHI) in Q2 2023, closing a stake of 7,970 shares — an estimated $320K sold.

Bank of Nova Scotia first reported a position in FHI in Q4 2019 and held it in 3 quarters. The position peaked at $320K in Q1 2023. 339 funds tracked by Wall St. Rank hold FHI as of Q2 2023.

  • Bank of Nova Scotia reported no remaining Federated Hermes position as of Q2 2023 after selling out during the quarter.
  • Bank of Nova Scotia sold 7,970 Federated Hermes shares in Q2 2023, an estimated $320K.
  • Bank of Nova Scotia first reported a position in Federated Hermes in Q4 2019 and held it in 3 quarters.
  • Bank of Nova Scotia's Federated Hermes position peaked at $320K in Q1 2023.
  • 339 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2023.

Based on Bank of Nova Scotia's 13F filing for Q2 2023, filed 3 Aug 2023.