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Bryn Mawr Capital Management’s Federated Hermes FHI Stock Holding History

Bryn Mawr Capital Management’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
Q4 		– Sell
-5,700
Closed -$210K – 421
2024
Q3 		$210K Buy
+5,700
New +$195K 0.01% 391
2024
Q2 		– Sell
-5,700
Closed -$206K – 399
2024
Q1 		$206K Buy
+5,700
New +$200K 0.01% 385

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Bryn Mawr Capital Management's FHI Position: Q4 2024 in Review

Bryn Mawr Capital Management sold out of Federated Hermes (FHI) in Q4 2024, closing a stake of 5,700 shares — an estimated $210K sold.

Bryn Mawr Capital Management first reported a position in FHI in Q1 2024 and held it in 2 quarters. The position peaked at $210K in Q3 2024. 328 funds tracked by Wall St. Rank hold FHI as of Q4 2024.

  • Bryn Mawr Capital Management reported no remaining Federated Hermes position as of Q4 2024 after selling out during the quarter.
  • Bryn Mawr Capital Management sold 5,700 Federated Hermes shares in Q4 2024, an estimated $210K.
  • Bryn Mawr Capital Management first reported a position in Federated Hermes in Q1 2024 and held it in 2 quarters.
  • Bryn Mawr Capital Management's Federated Hermes position peaked at $210K in Q3 2024.
  • 328 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2024.

Based on Bryn Mawr Capital Management's 13F filing for Q4 2024, filed 3 Feb 2025.