ClearBridge Investments
FHI icon

ClearBridge Investments’s Federated Hermes FHI Stock Holding History

ClearBridge Investments’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
2018
Q4 		– Sell
-1,125
Closed -$27K – 1147
2018
Q3 		$27K Buy
1,125
+9
+0.8% +$212 ﹤0.01% 986
2018
Q2 		$26K Buy
1,116
+7
+0.6% +$187 ﹤0.01% 956
2018
Q1 		$37K Buy
1,109
+8
+0.7% +$272 ﹤0.01% 884
2017
Q4 		$40K Buy
+1,101
New +$35.7K ﹤0.01% 875

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Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Invesco
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SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return

ClearBridge Investments's FHI Position: Q4 2018 in Review

ClearBridge Investments sold out of Federated Hermes (FHI) in Q4 2018, closing a stake of 1,125 shares — an estimated $27K sold.

ClearBridge Investments first reported a position in FHI in Q4 2017 and held it in 4 quarters. The position peaked at $40K in Q4 2017. 284 funds tracked by Wall St. Rank hold FHI as of Q4 2018.

  • ClearBridge Investments reported no remaining Federated Hermes position as of Q4 2018 after selling out during the quarter.
  • ClearBridge Investments sold 1,125 Federated Hermes shares in Q4 2018, an estimated $27K.
  • ClearBridge Investments first reported a position in Federated Hermes in Q4 2017 and held it in 4 quarters.
  • ClearBridge Investments's Federated Hermes position peaked at $40K in Q4 2017.
  • 284 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2018.

Based on ClearBridge Investments's 13F filing for Q4 2018, filed 14 Feb 2019.