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Disciplined Investments’s Federated Hermes FHI Stock Holding History

Disciplined 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
2023
Q3 		– Sell
-27
Closed -$968 – 607
2023
Q2 		$968 Hold
27
– – ﹤0.01% 978
2023
Q1 		$1.08K Sell
27
-3
-10% -$118 ﹤0.01% 921
2022
Q4 		$1.09K Hold
30
– – ﹤0.01% 865
2022
Q3 		$1K Buy
30
+3
+11% +$102 ﹤0.01% 895
2022
Q2 		$1K Buy
27
+2
+8% +$63 ﹤0.01% 912
2022
Q1 		$1K Buy
+25
New +$851 ﹤0.01% 969

Other funds holding FHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Disciplined Investments's FHI Position: Q3 2023 in Review

Disciplined Investments sold out of Federated Hermes (FHI) in Q3 2023, closing a stake of 27 shares — an estimated $968 sold.

Disciplined Investments first reported a position in FHI in Q1 2022 and held it in 6 quarters. The position peaked at $1.09K in Q4 2022. 308 funds tracked by Wall St. Rank hold FHI as of Q3 2023.

  • Disciplined Investments reported no remaining Federated Hermes position as of Q3 2023 after selling out during the quarter.
  • Disciplined Investments sold 27 Federated Hermes shares in Q3 2023, an estimated $968.
  • Disciplined Investments first reported a position in Federated Hermes in Q1 2022 and held it in 6 quarters.
  • Disciplined Investments's Federated Hermes position peaked at $1.09K in Q4 2022.
  • 308 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2023.

Based on Disciplined Investments's 13F filing for Q3 2023, filed 14 Nov 2023.