DZ Bank’s Federated Hermes FHI Stock Holding History

DZ Bank’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
2018 Q4	–	Sell	-1,943	Closed	-$46K	–	769
2018 Q3	$46K	Hold	1,943	–	–	﹤0.01%	754
2018 Q2	$45K	Sell	1,943 -672	-26%	-$18K	﹤0.01%	833
2018 Q1	$86K	Buy	2,615 +672	+35%	+$22.8K	﹤0.01%	1018
2017 Q4	$70K	Buy	+1,943	New	+$62.9K	﹤0.01%	793
2017 Q2	–	Sell	-20,300	Closed	-$534K	–	963
2017 Q1	$534K	Hold	20,300	–	–	﹤0.01%	636
2016 Q4	$574K	Buy	+20,300	New	+$562K	﹤0.01%	609

Other funds holding FHI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

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

Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

DZ Bank's FHI Position: Q4 2018 in Review

DZ Bank sold out of Federated Hermes (FHI) in Q4 2018, closing a stake of 1,943 shares — an estimated $46K sold.

DZ Bank first reported a position in FHI in Q4 2016 and held it in 6 quarters. The position peaked at $574K in Q4 2016. 284 funds tracked by Wall St. Rank hold FHI as of Q4 2018.

DZ Bank reported no remaining Federated Hermes position as of Q4 2018 after selling out during the quarter.
DZ Bank sold 1,943 Federated Hermes shares in Q4 2018, an estimated $46K.
DZ Bank first reported a position in Federated Hermes in Q4 2016 and held it in 6 quarters.
DZ Bank's Federated Hermes position peaked at $574K in Q4 2016.
284 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2018.

Based on DZ Bank's 13F filing for Q4 2018, filed 14 Feb 2019.