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Bridgefront Capital’s Federated Hermes FHI Stock Holding History

Bridgefront Capital’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
2024
Q1 		– Sell
-11,776
Closed -$399K – 434
2023
Q4 		$399K Buy
+11,776
New +$384K 0.3% 117
2022
Q3 		– Sell
-8,513
Closed -$271K – 361
2022
Q2 		$271K Buy
+8,513
New +$270K 0.3% 148

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Bridgefront Capital's FHI Position: Q1 2024 in Review

Bridgefront Capital sold out of Federated Hermes (FHI) in Q1 2024, closing a stake of 11,776 shares — an estimated $399K sold.

Bridgefront Capital first reported a position in FHI in Q2 2022 and held it in 2 quarters. The position peaked at $399K in Q4 2023. 316 funds tracked by Wall St. Rank hold FHI as of Q1 2024.

  • Bridgefront Capital reported no remaining Federated Hermes position as of Q1 2024 after selling out during the quarter.
  • Bridgefront Capital sold 11,776 Federated Hermes shares in Q1 2024, an estimated $399K.
  • Bridgefront Capital first reported a position in Federated Hermes in Q2 2022 and held it in 2 quarters.
  • Bridgefront Capital's Federated Hermes position peaked at $399K in Q4 2023.
  • 316 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2024.

Based on Bridgefront Capital's 13F filing for Q1 2024, filed 15 May 2024.