Emerald Advisers’s Federated Hermes FHI Stock Holding History

Emerald Advisers’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
2020 Q1	–	Sell	-1,410	Closed	-$46K	–	252
2019 Q4	$46K	Buy	+1,410	New	+$46K	﹤0.01%	278
2016 Q4	–	Sell	-210,250	Closed	-$6.23M	–	281
2016 Q3	$6.23M	Hold	210,250	–	–	0.28%	123
2016 Q2	$6.05M	Buy	210,250 +59,690	+40%	+$1.83M	0.29%	113
2016 Q1	$4.34M	Hold	150,560	–	–	0.21%	133
2015 Q4	$4.31M	Buy	150,560 +61,940	+70%	+$1.87M	0.2%	137
2015 Q3	$2.56M	Buy	88,620 +39,420	+80%	+$1.26M	0.13%	178
2015 Q2	$1.65M	Sell	49,200 -70	-0.1%	-$2.41K	0.08%	218
2015 Q1	$1.7M	Hold	49,270	–	–	0.09%	222
2014 Q4	$1.62M	Buy	+49,270	New	+$1.52M	0.09%	216

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Emerald Advisers's FHI Position: Q1 2020 in Review

Emerald Advisers sold out of Federated Hermes (FHI) in Q1 2020, closing a stake of 1,410 shares — an estimated $46K sold.

Emerald Advisers first reported a position in FHI in Q4 2014 and held it in 9 quarters. The position peaked at $6.23M in Q3 2016. 267 funds tracked by Wall St. Rank hold FHI as of Q1 2020.

Emerald Advisers reported no remaining Federated Hermes position as of Q1 2020 after selling out during the quarter.
Emerald Advisers sold 1,410 Federated Hermes shares in Q1 2020, an estimated $46K.
Emerald Advisers first reported a position in Federated Hermes in Q4 2014 and held it in 9 quarters.
Emerald Advisers's Federated Hermes position peaked at $6.23M in Q3 2016.
267 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2020.

Based on Emerald Advisers's 13F filing for Q1 2020, filed 30 Apr 2020.