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Essex Savings Bank’s Federated Hermes FHI Stock Holding History

Essex Savings 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
2019
Q3 		– Sell
-2,600
Closed -$84K – 331
2019
Q2 		$84K Buy
2,600
+1,300
+100% +$41K 0.03% 368
2019
Q1 		$38K Hold
1,300
– – 0.02% 327
2018
Q4 		$35K Buy
+1,300
New +$32.3K 0.02% 331

Other funds holding FHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 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
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return

Essex Savings Bank's FHI Position: Q3 2019 in Review

Essex Savings Bank sold out of Federated Hermes (FHI) in Q3 2019, closing a stake of 2,600 shares — an estimated $84K sold.

Essex Savings Bank first reported a position in FHI in Q4 2018 and held it in 3 quarters. The position peaked at $84K in Q2 2019. 303 funds tracked by Wall St. Rank hold FHI as of Q3 2019.

  • Essex Savings Bank reported no remaining Federated Hermes position as of Q3 2019 after selling out during the quarter.
  • Essex Savings Bank sold 2,600 Federated Hermes shares in Q3 2019, an estimated $84K.
  • Essex Savings Bank first reported a position in Federated Hermes in Q4 2018 and held it in 3 quarters.
  • Essex Savings Bank's Federated Hermes position peaked at $84K in Q2 2019.
  • 303 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2019.

Based on Essex Savings Bank's 13F filing for Q3 2019, filed 30 Oct 2019.