BCA
FHI icon

Berman Capital Advisors’s Federated Hermes FHI Stock Holding History

Berman Capital Advisors’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
2021
Q3 		$4K Sell
148
-4
-3% -$130 ﹤0.01% 1482
2021
Q2 		$5K Buy
152
+1
+0.7% +$32 ﹤0.01% 1342
2021
Q1 		$4K Sell
151
-8
-5% -$235 ﹤0.01% 1329
2020
Q4 		$4K Buy
159
+51
+47% +$1.36K ﹤0.01% 1213
2020
Q3 		$2K Buy
108
+4
+4% +$95 ﹤0.01% 1284
2020
Q2 		$2K Buy
+104
New +$2.3K ﹤0.01% 1268

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

Berman Capital Advisors's FHI Position: Q3 2021 in Review

Berman Capital Advisors reduced its Federated Hermes (FHI) stake by 2.6% in Q3 2021, selling an estimated $130 and leaving 148 shares worth $4K. The position accounts for ﹤0.01% of the portfolio, ranked #1482.

Berman Capital Advisors first reported a position in FHI in Q2 2020 and has held it in 6 quarters since. The position peaked at $5K in Q2 2021. 249 funds tracked by Wall St. Rank hold FHI as of Q3 2021.

  • Berman Capital Advisors held 148 shares of Federated Hermes worth $4K as of Q3 2021.
  • Berman Capital Advisors sold 4 Federated Hermes shares in Q3 2021, an estimated $130.
  • Federated Hermes made up ﹤0.01% of Berman Capital Advisors's portfolio in Q3 2021, its #1482 holding.
  • Berman Capital Advisors first reported a position in Federated Hermes in Q2 2020 and has held it in 6 quarters since.
  • Berman Capital Advisors's Federated Hermes position peaked at $5K in Q2 2021.
  • 249 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2021.

Based on Berman Capital Advisors's 13F filing for Q3 2021, filed 7 Oct 2021.