DTL
FHI icon

Dynamic Technology Lab’s Federated Hermes FHI Stock Holding History

Dynamic Technology Lab’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
2026
Q1 		– Sell
-8,221
Closed -$428K – 969
2025
Q4 		$428K Buy
+8,221
New +$418K 0.1% 360
2025
Q3 		– Sell
-8,359
Closed -$370K – 954
2025
Q2 		$370K Buy
+8,359
New +$344K 0.05% 620
2025
Q1 		– Sell
-14,233
Closed -$585K – 1120
2024
Q4 		$585K Buy
+14,233
New +$575K 0.09% 380
2024
Q2 		– Sell
-48,590
Closed -$1.75M – 1085
2024
Q1 		$1.75M Buy
48,590
+33,689
+226% +$1.18M 0.19% 147
2023
Q4 		$505K Sell
14,901
-1,689
-10% -$55K 0.05% 582
2023
Q3 		$562K Sell
16,590
-65,465
-80% -$2.26M 0.06% 452
2023
Q2 		$2.94M Buy
+82,055
New +$3.17M 0.37% 32
2021
Q2 		– Sell
-6,618
Closed -$207K – 1254
2021
Q1 		$207K Sell
6,618
-23,400
-78% -$687K 0.02% 936
2020
Q4 		$867K Sell
30,018
-9,487
-24% -$253K 0.14% 230
2020
Q3 		$850K Buy
+39,505
New +$937K 0.14% 250
2020
Q2 		– Sell
-57,019
Closed -$1.09M – 1088
2020
Q1 		$1.09M Buy
57,019
+35,809
+169% +$1.06M 0.21% 99
2019
Q4 		$691K Buy
21,210
+371
+2% +$12.1K 0.11% 319
2019
Q3 		$675K Buy
+20,839
New +$685K 0.12% 287
2019
Q2 		– Sell
-9,724
Closed -$285K – 1067
2019
Q1 		$285K Buy
+9,724
New +$270K 0.05% 695
2016
Q4 		– Sell
-11,102
Closed -$330K – 959
2016
Q3 		$330K Sell
11,102
-12,978
-54% -$406K 0.09% 447
2016
Q2 		$693K Buy
+24,080
New +$736K 0.19% 136
2015
Q4 		– Sell
-10,169
Closed -$294K – 958
2015
Q3 		$294K Buy
+10,169
New +$326K 0.1% 459

Other funds holding FHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Dynamic Technology Lab's FHI Position: Q1 2026 in Review

Dynamic Technology Lab sold out of Federated Hermes (FHI) in Q1 2026, closing a stake of 8,221 shares — an estimated $428K sold.

Dynamic Technology Lab first reported a position in FHI in Q3 2015 and held it in 17 quarters. The position peaked at $2.94M in Q2 2023. 401 funds tracked by Wall St. Rank hold FHI as of Q1 2026.

  • Dynamic Technology Lab reported no remaining Federated Hermes position as of Q1 2026 after selling out during the quarter.
  • Dynamic Technology Lab sold 8,221 Federated Hermes shares in Q1 2026, an estimated $428K.
  • Dynamic Technology Lab first reported a position in Federated Hermes in Q3 2015 and held it in 17 quarters.
  • Dynamic Technology Lab's Federated Hermes position peaked at $2.94M in Q2 2023.
  • 401 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2026.

Based on Dynamic Technology Lab's 13F filing for Q1 2026, filed 15 May 2026.