Cerity Partners’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.41M | Buy |
31,737
+12,213
| +63% | +$541K | ﹤0.01% | 1361 |
|
|
2025
Q1 | $796K | Buy |
19,524
+4,659
| +31% | +$190K | ﹤0.01% | 1529 |
|
|
2024
Q4 | $605K | Buy |
+14,865
| New | +$605K | ﹤0.01% | 1657 |
|
|
2018
Q4 | – | Sell |
-18,997
| Closed | -$458K | – | 526 |
|
|
2018
Q3 | $458K | Buy |
18,997
+57
| +0.3% | +$1.37K | 0.03% | 347 |
|
|
2018
Q2 | $442K | Sell |
18,940
-14,449
| -43% | -$337K | 0.03% | 352 |
|
|
2018
Q1 | $1.12M | Buy |
33,389
+13,752
| +70% | +$459K | 0.09% | 220 |
|
|
2017
Q4 | $709K | Hold |
19,637
| – | – | 0.05% | 279 |
|
|
2017
Q3 | $583K | Sell |
19,637
-13,920
| -41% | -$413K | 0.04% | 296 |
|
|
2017
Q2 | $600K | Buy |
33,557
+13,957
| +71% | +$250K | 0.05% | 218 |
|
|
2017
Q1 | $516K | Buy |
+19,600
| New | +$516K | 0.04% | 253 |
|