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Eagle Bay Advisors’s Federated Hermes FHI Stock Holding History

Eagle Bay Advisors’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
2025
Q1 		– Sell
-138
Closed -$5.67K – 423
2024
Q4 		$5.67K Hold
138
– – ﹤0.01% 680
2024
Q3 		$5.07K Sell
138
-61
-31% -$2.09K ﹤0.01% 1004
2024
Q2 		$6.54K Buy
199
+12
+6% +$403 ﹤0.01% 642
2024
Q1 		$6.75K Buy
+187
New +$6.57K ﹤0.01% 654
2022
Q1 		– Sell
-20
Closed -$1K – 541
2021
Q4 		$1K Sell
20
-20
-50% -$694 ﹤0.01% 999
2021
Q3 		$2K Buy
+40
New +$1.3K ﹤0.01% 940

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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Eagle Bay Advisors's FHI Position: Q1 2025 in Review

Eagle Bay Advisors sold out of Federated Hermes (FHI) in Q1 2025, closing a stake of 138 shares — an estimated $5.67K sold.

Eagle Bay Advisors first reported a position in FHI in Q3 2021 and held it in 6 quarters. The position peaked at $6.75K in Q1 2024. 321 funds tracked by Wall St. Rank hold FHI as of Q1 2025.

  • Eagle Bay Advisors reported no remaining Federated Hermes position as of Q1 2025 after selling out during the quarter.
  • Eagle Bay Advisors sold 138 Federated Hermes shares in Q1 2025, an estimated $5.67K.
  • Eagle Bay Advisors first reported a position in Federated Hermes in Q3 2021 and held it in 6 quarters.
  • Eagle Bay Advisors's Federated Hermes position peaked at $6.75K in Q1 2024.
  • 321 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2025.

Based on Eagle Bay Advisors's 13F filing for Q1 2025, filed 5 May 2025.