DG
FHI icon

DMC Group’s Federated Hermes FHI Stock Holding History

DMC Group’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
2024
Q1 		– Sell
-11,337
Closed -$384K – 127
2023
Q4 		$384K Sell
11,337
-669
-6% -$21.8K 0.36% 84
2023
Q3 		$407K Sell
12,006
-2,078
-15% -$71.6K 0.38% 78
2023
Q2 		$505K Buy
14,084
+2,209
+19% +$85.4K 0.5% 64
2023
Q1 		$477K Buy
+11,875
New +$466K 0.48% 67
2022
Q1 		– Sell
-6,368
Closed -$203K – 114
2021
Q4 		$203K Buy
+6,368
New +$221K 0.18% 130

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

DMC Group's FHI Position: Q1 2024 in Review

DMC Group sold out of Federated Hermes (FHI) in Q1 2024, closing a stake of 11,337 shares — an estimated $384K sold.

DMC Group first reported a position in FHI in Q4 2021 and held it in 5 quarters. The position peaked at $505K in Q2 2023. 316 funds tracked by Wall St. Rank hold FHI as of Q1 2024.

  • DMC Group reported no remaining Federated Hermes position as of Q1 2024 after selling out during the quarter.
  • DMC Group sold 11,337 Federated Hermes shares in Q1 2024, an estimated $384K.
  • DMC Group first reported a position in Federated Hermes in Q4 2021 and held it in 5 quarters.
  • DMC Group's Federated Hermes position peaked at $505K in Q2 2023.
  • 316 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2024.

Based on DMC Group's 13F filing for Q1 2024, filed 19 Apr 2024.