Duality Advisers’s Federated Hermes FHI Stock Holding History

Duality Advisers’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 Q2	–	Sell	-65,132	Closed	-$2.35M	–	194
2024 Q1	$2.35M	Sell	65,132 -8,021	-11%	-$282K	0.23%	150
2023 Q4	$2.48M	Buy	+73,153	New	+$2.38M	0.26%	131
2023 Q3	–	Sell	-61,204	Closed	-$2.19M	–	613
2023 Q2	$2.19M	Buy	+61,204	New	+$2.37M	0.28%	140
2022 Q2	–	Sell	-5,935	Closed	-$202K	–	677
2022 Q1	$202K	Buy	+5,935	New	+$202K	0.02%	601

Other funds holding FHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Duality Advisers's FHI Position: Q2 2024 in Review

Duality Advisers sold out of Federated Hermes (FHI) in Q2 2024, closing a stake of 65,132 shares — an estimated $2.35M sold.

Duality Advisers first reported a position in FHI in Q1 2022 and held it in 4 quarters. The position peaked at $2.48M in Q4 2023. 310 funds tracked by Wall St. Rank hold FHI as of Q2 2024.

Duality Advisers reported no remaining Federated Hermes position as of Q2 2024 after selling out during the quarter.
Duality Advisers sold 65,132 Federated Hermes shares in Q2 2024, an estimated $2.35M.
Duality Advisers first reported a position in Federated Hermes in Q1 2022 and held it in 4 quarters.
Duality Advisers's Federated Hermes position peaked at $2.48M in Q4 2023.
310 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2024.

Based on Duality Advisers's 13F filing for Q2 2024.