Eagle Ridge Investment Management’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2021
Q2 | – | Sell |
-324,769
| Closed | -$10.2M | – | 138 |
|
|
2021
Q1 | $10.2M | Buy |
324,769
+19,647
| +6% | +$615K | 1.23% | 36 |
|
|
2020
Q4 | $8.82M | Sell |
305,122
-34,433
| -10% | -$995K | 1.11% | 38 |
|
|
2020
Q3 | $7.3M | Buy |
339,555
+3,285
| +1% | +$70.7K | 1.02% | 39 |
|
|
2020
Q2 | $7.97M | Sell |
336,270
-11,817
| -3% | -$280K | 1.21% | 34 |
|
|
2020
Q1 | $6.63M | Buy |
+348,087
| New | +$6.63M | 1.15% | 34 |
|