ECM
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EMC Capital Management’s Federated Hermes FHI Stock Holding History

EMC Capital 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
2024
Q1 		– Sell
-5,304
Closed -$180K – 290
2023
Q4 		$180K Hold
5,304
– – 0.12% 157
2023
Q3 		$180K Sell
5,304
-15,836
-75% -$545K 0.13% 143
2023
Q2 		$238 Buy
21,140
+15,836
+299% +$612K 0.18% 106
2023
Q1 		$213K Hold
5,304
– – 0.18% 124
2022
Q4 		$193K Buy
5,304
+710
+15% +$24.9K 0.17% 136
2022
Q3 		$152K Hold
4,594
– – 0.14% 149
2022
Q2 		$146K Buy
4,594
+1,495
+48% +$47.4K 0.12% 180
2022
Q1 		$88K Buy
+3,099
New +$105K 0.06% 248

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

EMC Capital Management's FHI Position: Q1 2024 in Review

EMC Capital Management sold out of Federated Hermes (FHI) in Q1 2024, closing a stake of 5,304 shares — an estimated $180K sold.

EMC Capital Management first reported a position in FHI in Q1 2022 and held it in 8 quarters. The position peaked at $213K in Q1 2023. 316 funds tracked by Wall St. Rank hold FHI as of Q1 2024.

  • EMC Capital Management reported no remaining Federated Hermes position as of Q1 2024 after selling out during the quarter.
  • EMC Capital Management sold 5,304 Federated Hermes shares in Q1 2024, an estimated $180K.
  • EMC Capital Management first reported a position in Federated Hermes in Q1 2022 and held it in 8 quarters.
  • EMC Capital Management's Federated Hermes position peaked at $213K in Q1 2023.
  • 316 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2024.

Based on EMC Capital Management's 13F filing for Q1 2024, filed 20 May 2024.