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Clear Harbor Asset Management’s Federated Hermes FHI Stock Holding History

Clear Harbor Asset 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
2020
Q4 		– Sell
-700
Closed -$15.1K – 462
2020
Q3 		$15.1K Buy
+700
New +$16.6K ﹤0.01% 537
2020
Q1 		– Sell
-700
Closed -$22.8K – 415
2019
Q4 		$22.8K Buy
+700
New +$22.8K ﹤0.01% 505

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
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Clear Harbor Asset Management's FHI Position: Q4 2020 in Review

Clear Harbor Asset Management sold out of Federated Hermes (FHI) in Q4 2020, closing a stake of 700 shares — an estimated $15.1K sold.

Clear Harbor Asset Management first reported a position in FHI in Q4 2019 and held it in 2 quarters. The position peaked at $22.8K in Q4 2019. 295 funds tracked by Wall St. Rank hold FHI as of Q4 2020.

  • Clear Harbor Asset Management reported no remaining Federated Hermes position as of Q4 2020 after selling out during the quarter.
  • Clear Harbor Asset Management sold 700 Federated Hermes shares in Q4 2020, an estimated $15.1K.
  • Clear Harbor Asset Management first reported a position in Federated Hermes in Q4 2019 and held it in 2 quarters.
  • Clear Harbor Asset Management's Federated Hermes position peaked at $22.8K in Q4 2019.
  • 295 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2020.

Based on Clear Harbor Asset Management's 13F filing for Q4 2020, filed 4 Feb 2021.