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Denali Advisors’s Federated Hermes FHI Stock Holding History

Denali 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
2022
Q4 		– Sell
-3,400
Closed -$113K – 431
2022
Q3 		$113K Hold
3,400
– – 0.05% 162
2022
Q2 		$108K Buy
+3,400
New +$108K 0.05% 169
2022
Q1 		– Sell
-3,800
Closed -$143K – 395
2021
Q4 		$143K Sell
3,800
-6,300
-62% -$219K 0.05% 169
2021
Q3 		$328K Sell
10,100
-124,800
-93% -$4.07M 0.14% 133
2021
Q2 		$4.57M Sell
134,900
-7,100
-5% -$226K 1.75% 14
2021
Q1 		$4.45M Buy
142,000
+23,300
+20% +$684K 1.37% 17
2020
Q4 		$3.43M Buy
118,700
+29,600
+33% +$788K 0.59% 68
2020
Q3 		$1.92M Buy
+89,100
New +$2.11M 0.38% 92

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Denali Advisors's FHI Position: Q4 2022 in Review

Denali Advisors sold out of Federated Hermes (FHI) in Q4 2022, closing a stake of 3,400 shares — an estimated $113K sold.

Denali Advisors first reported a position in FHI in Q3 2020 and held it in 8 quarters. The position peaked at $4.57M in Q2 2021. 312 funds tracked by Wall St. Rank hold FHI as of Q4 2022.

  • Denali Advisors reported no remaining Federated Hermes position as of Q4 2022 after selling out during the quarter.
  • Denali Advisors sold 3,400 Federated Hermes shares in Q4 2022, an estimated $113K.
  • Denali Advisors first reported a position in Federated Hermes in Q3 2020 and held it in 8 quarters.
  • Denali Advisors's Federated Hermes position peaked at $4.57M in Q2 2021.
  • 312 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2022.

Based on Denali Advisors's 13F filing for Q4 2022, filed 9 Feb 2023.