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BlackRock Institutional Trust’s Federated Hermes FHI Stock Holding History

BlackRock Institutional Trust’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
2016
Q4 		$80M Sell
2,830,312
-30,312
-1% -$840K 0.01% 1059
2016
Q3 		$84.8M Sell
2,860,624
-37,067
-1% -$1.16M 0.01% 971
2016
Q2 		$83.4M Buy
2,897,691
+82,577
+3% +$2.52M 0.01% 954
2016
Q1 		$81.2M Sell
2,815,114
-195,040
-6% -$5.13M 0.01% 958
2015
Q4 		$86.2M Buy
3,010,154
+222,794
+8% +$6.72M 0.01% 915
2015
Q3 		$80.6M Buy
2,787,360
+74,851
+3% +$2.4M 0.01% 956
2015
Q2 		$90.8M Buy
2,712,509
+32,433
+1% +$1.12M 0.01% 953
2015
Q1 		$90.8M Buy
2,680,076
+146,159
+6% +$4.85M 0.01% 986
2014
Q4 		$83.4M Buy
2,533,917
+3,358
+0.1% +$104K 0.01% 981
2014
Q3 		$74.3M Sell
2,530,559
-26,507
-1% -$794K 0.01% 1018
2014
Q2 		$79.1M Sell
2,557,066
-126,629
-5% -$3.68M 0.01% 1028
2014
Q1 		$82M Sell
2,683,695
-22,024
-0.8% -$617K 0.01% 991
2013
Q4 		$77.9M Buy
2,705,719
+128,174
+5% +$3.52M 0.01% 993
2013
Q3 		$70M Sell
2,577,545
-7,615
-0.3% -$217K 0.01% 1000
2013
Q2 		$70.9M Buy
+2,585,160
New +$65.5M 0.01% 946

Other funds holding FHI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 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 $1.26T AUM 61.52% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $214M AUM 41.3% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

BlackRock Institutional Trust's FHI Position: Q4 2016 in Review

BlackRock Institutional Trust reduced its Federated Hermes (FHI) stake by 1.1% in Q4 2016, selling an estimated $840K and leaving 2,830,312 shares worth $80M. The position accounts for 0.01% of the portfolio, ranked #1059.

BlackRock Institutional Trust first reported a position in FHI in Q2 2013 and has held it in 15 quarters since. The position peaked at $90.8M in Q2 2015. 321 funds tracked by Wall St. Rank hold FHI as of Q4 2016.

  • BlackRock Institutional Trust held 2,830,312 shares of Federated Hermes worth $80M as of Q4 2016.
  • BlackRock Institutional Trust sold 30,312 Federated Hermes shares in Q4 2016, an estimated $840K.
  • Federated Hermes made up 0.01% of BlackRock Institutional Trust's portfolio in Q4 2016, its #1059 holding.
  • BlackRock Institutional Trust first reported a position in Federated Hermes in Q2 2013 and has held it in 15 quarters since.
  • BlackRock Institutional Trust's Federated Hermes position peaked at $90.8M in Q2 2015.
  • 321 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2016.

Based on BlackRock Institutional Trust's 13F filing for Q4 2016, filed 10 Feb 2017.