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Eastern Bank’s Federated Hermes FHI Stock Holding History

Eastern 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
-80,977
Closed -$1.95M – 199
2018
Q3 		$1.95M Buy
80,977
+19,171
+31% +$451K 0.13% 103
2018
Q2 		$1.44M Buy
61,806
+4,069
+7% +$109K 0.1% 112
2018
Q1 		$1.93M Sell
57,737
-3,614
-6% -$123K 0.13% 109
2017
Q4 		$2.21M Sell
61,351
-1,460
-2% -$47.3K 0.15% 106
2017
Q3 		$1.87M Sell
62,811
-370
-0.6% -$10.4K 0.13% 108
2017
Q2 		$1.78M Buy
63,181
+2,501
+4% +$66.8K 0.13% 107
2017
Q1 		$1.6M Buy
60,680
+811
+1% +$21.7K 0.12% 111
2016
Q4 		$1.69M Buy
+59,869
New +$1.66M 0.13% 103

Other funds holding FHI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return

Eastern Bank's FHI Position: Q4 2018 in Review

Eastern Bank sold out of Federated Hermes (FHI) in Q4 2018, closing a stake of 80,977 shares — an estimated $1.95M sold.

Eastern Bank first reported a position in FHI in Q4 2016 and held it in 8 quarters. The position peaked at $2.21M in Q4 2017. 284 funds tracked by Wall St. Rank hold FHI as of Q4 2018.

  • Eastern Bank reported no remaining Federated Hermes position as of Q4 2018 after selling out during the quarter.
  • Eastern Bank sold 80,977 Federated Hermes shares in Q4 2018, an estimated $1.95M.
  • Eastern Bank first reported a position in Federated Hermes in Q4 2016 and held it in 8 quarters.
  • Eastern Bank's Federated Hermes position peaked at $2.21M in Q4 2017.
  • 284 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2018.

Based on Eastern Bank's 13F filing for Q4 2018, filed 18 Jan 2019.