Boston Partners
FHI icon

Boston Partners’s Federated Hermes FHI Stock Holding History

Boston Partners’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
2017
Q2 		– Sell
-20,300
Closed -$535K – 753
2017
Q1 		$535K Sell
20,300
-132,896
-87% -$3.56M ﹤0.01% 736
2016
Q4 		$4.33M Sell
153,196
-7,233
-5% -$200K 0.01% 529
2016
Q3 		$4.75M Buy
160,429
+22,717
+16% +$711K 0.01% 502
2016
Q2 		$3.96M Sell
137,712
-988
-0.7% -$30.2K 0.01% 524
2016
Q1 		$4M Sell
138,700
-20,500
-13% -$540K 0.01% 502
2015
Q4 		$4.56M Buy
159,200
+2,131
+1% +$64.3K 0.01% 489
2015
Q3 		$4.54M Buy
157,069
+2,817
+2% +$90.3K 0.01% 498
2015
Q2 		$5.17M Buy
154,252
+52,764
+52% +$1.82M 0.01% 506
2015
Q1 		$3.44M Sell
101,488
-1,637,994
-94% -$54.4M 0.01% 566
2014
Q4 		$57.3M Sell
1,739,482
-79,574
-4% -$2.46M 0.09% 200
2014
Q3 		$53.4M Sell
1,819,056
-48,520
-3% -$1.45M 0.09% 196
2014
Q2 		$57.7M Sell
1,867,576
-98,346
-5% -$2.86M 0.1% 195
2014
Q1 		$60M Sell
1,965,922
-48,294
-2% -$1.35M 0.11% 184
2013
Q4 		$58M Sell
2,014,216
-114,611
-5% -$3.14M 0.12% 169
2013
Q3 		$57.8M Buy
2,128,827
+35,590
+2% +$1.01M 0.14% 158
2013
Q2 		$57.4M Buy
+2,093,237
New +$53.1M 0.16% 141

Other funds holding FHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return
RA
Royce & Associates New York $12.4B AUM 64.17% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Boston Partners's FHI Position: Q2 2017 in Review

Boston Partners sold out of Federated Hermes (FHI) in Q2 2017, closing a stake of 20,300 shares — an estimated $535K sold.

Boston Partners first reported a position in FHI in Q2 2013 and held it in 16 quarters. The position peaked at $60M in Q1 2014. 284 funds tracked by Wall St. Rank hold FHI as of Q2 2017.

  • Boston Partners reported no remaining Federated Hermes position as of Q2 2017 after selling out during the quarter.
  • Boston Partners sold 20,300 Federated Hermes shares in Q2 2017, an estimated $535K.
  • Boston Partners first reported a position in Federated Hermes in Q2 2013 and held it in 16 quarters.
  • Boston Partners's Federated Hermes position peaked at $60M in Q1 2014.
  • 284 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2017.

Based on Boston Partners's 13F filing for Q2 2017, filed 2 Aug 2017.