CSat Investment Advisory’s Federated Hermes FHI Stock Holding History

CSat Investment Advisory’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
2021 Q1	$906K	Buy	28,940 +2,329	+9%	+$68.4K	0.76%	49
2020 Q4	$769K	Buy	+26,611	New	+$708K	0.71%	55
2020 Q2	–	Sell	-289	Closed	-$6K	–	1125
2020 Q1	$6K	Buy	289 +60	+26%	+$1.78K	﹤0.01%	1004
2019 Q4	$7K	Buy	229 +28	+14%	+$914	﹤0.01%	1042
2019 Q3	$7K	Buy	201 +28	+16%	+$920	﹤0.01%	1004
2019 Q2	$6K	Buy	+173	New	+$5.46K	﹤0.01%	1021

Other funds holding FHI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

CSat Investment Advisory's FHI Position: Q1 2021 in Review

CSat Investment Advisory increased its Federated Hermes (FHI) stake by 8.8% in Q1 2021, buying an estimated $68.4K and bringing the position to 28,940 shares worth $906K. The position accounts for 0.76% of the portfolio, ranked #49.

CSat Investment Advisory first reported a position in FHI in Q2 2019 and has held it in 6 quarters since. 285 funds tracked by Wall St. Rank hold FHI as of Q1 2021.

CSat Investment Advisory held 28,940 shares of Federated Hermes worth $906K as of Q1 2021.
CSat Investment Advisory bought 2,329 Federated Hermes shares in Q1 2021, an estimated $68.4K.
Federated Hermes made up 0.76% of CSat Investment Advisory's portfolio in Q1 2021, its #49 holding.
CSat Investment Advisory first reported a position in Federated Hermes in Q2 2019 and has held it in 6 quarters since.
285 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2021.

Based on CSat Investment Advisory's 13F filing for Q1 2021, filed 13 May 2021.