Eagle Ridge Investment Management’s Federated Hermes FHI Stock Holding History

Eagle Ridge Investment Management’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
2021 Q2	–	Sell	-324,769	Closed	-$10.2M	–	138
2021 Q1	$10.2M	Buy	324,769 +19,647	+6%	+$577K	1.23%	36
2020 Q4	$8.81M	Sell	305,122 -34,433	-10%	-$917K	1.11%	38
2020 Q3	$7.3M	Buy	339,555 +3,285	+1%	+$77.9K	1.02%	39
2020 Q2	$7.97M	Sell	336,270 -11,817	-3%	-$262K	1.21%	34
2020 Q1	$6.63M	Buy	+348,087	New	+$10.3M	1.15%	34

Other funds holding FHI

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

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

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

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

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

Eagle Ridge Investment Management's FHI Position: Q2 2021 in Review

Eagle Ridge Investment Management sold out of Federated Hermes (FHI) in Q2 2021, closing a stake of 324,769 shares — an estimated $10.2M sold.

Eagle Ridge Investment Management first reported a position in FHI in Q1 2020 and held it in 5 quarters. The position peaked at $10.2M in Q1 2021. 266 funds tracked by Wall St. Rank hold FHI as of Q2 2021.

Eagle Ridge Investment Management reported no remaining Federated Hermes position as of Q2 2021 after selling out during the quarter.
Eagle Ridge Investment Management sold 324,769 Federated Hermes shares in Q2 2021, an estimated $10.2M.
Eagle Ridge Investment Management first reported a position in Federated Hermes in Q1 2020 and held it in 5 quarters.
Eagle Ridge Investment Management's Federated Hermes position peaked at $10.2M in Q1 2021.
266 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2021.

Based on Eagle Ridge Investment Management's 13F filing for Q2 2021, filed 19 Jul 2021.