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Claris Advisors’s Federated Hermes FHI Stock Holding History

Claris Advisors’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
-8
Closed -$294 – 442
2024
Q3 		$294 Buy
+8
New +$274 ﹤0.01% 837

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

Claris Advisors's FHI Position: Q4 2024 in Review

Claris Advisors sold out of Federated Hermes (FHI) in Q4 2024, closing a stake of 8 shares — an estimated $294 sold.

Claris Advisors first reported a position in FHI in Q3 2024 and held it in 1 quarter. The position peaked at $294 in Q3 2024. 328 funds tracked by Wall St. Rank hold FHI as of Q4 2024.

  • Claris Advisors reported no remaining Federated Hermes position as of Q4 2024 after selling out during the quarter.
  • Claris Advisors sold 8 Federated Hermes shares in Q4 2024, an estimated $294.
  • Claris Advisors first reported a position in Federated Hermes in Q3 2024 and held it in 1 quarter.
  • Claris Advisors's Federated Hermes position peaked at $294 in Q3 2024.
  • 328 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.