Covestor’s Federated Hermes FHI Stock Holding History

Covestor’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
2026 Q1	$11K	Buy	193 +12	+7%	+$657	0.01%	1348
2025 Q4	$9K	Buy	181 +2	+1%	+$102	﹤0.01%	1622
2025 Q3	$9K	Sell	179 -78	-30%	-$3.96K	0.01%	1652
2025 Q2	$11K	Sell	257 -15	-6%	-$617	0.01%	1525
2025 Q1	$11K	Buy	272 +7	+3%	+$273	0.01%	1435
2024 Q4	$11K	Sell	265 -9	-3%	-$363	0.01%	1475
2024 Q3	$10K	Hold	274	–	–	0.01%	1551
2024 Q2	$9K	Buy	274 +10	+4%	+$336	0.01%	1608
2024 Q1	$10K	Buy	264 +7	+3%	+$246	0.01%	1582
2023 Q4	$9K	Buy	257 +43	+20%	+$1.4K	0.01%	1635
2023 Q3	$7K	Buy	214 +2	+0.9%	+$69	0.01%	1616
2023 Q2	$7K	Buy	212 +205	+2,929%	+$7.92K	0.01%	1629
2023 Q1	$0	Hold	7	–	–	﹤0.01%	2201
2022 Q4	$0	Sell	7 -9	-56%	-$316	﹤0.01%	2226
2022 Q3	$1K	Sell	16 -4,122	-100%	-$141K	﹤0.01%	1798
2022 Q2	$132K	Buy	4,138 +358	+9%	+$11.3K	0.11%	256
2022 Q1	$129K	Buy	3,780 +980	+35%	+$33.3K	0.09%	351
2021 Q4	$105K	Buy	+2,800	New	+$97.1K	0.15%	143

Other funds holding FHI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return