Federated Hermes
ALJ

Federated Hermes’s Alon USA Energy Inc ALJ Stock Holding History

Federated Hermes’s Portfolio ALJ Stock Details ALJ Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q1 		– Sell
-4,410
Closed -$50K – 2237
2016
Q4 		$50K Sell
4,410
-34,628
-89% -$325K ﹤0.01% 1672
2016
Q3 		$315K Sell
39,038
-73,674
-65% -$547K ﹤0.01% 1403
2016
Q2 		$731K Buy
112,712
+67,423
+149% +$582K ﹤0.01% 1183
2016
Q1 		$467K Sell
45,289
-2,891
-6% -$32.7K ﹤0.01% 1295
2015
Q4 		$715K Buy
48,180
+15,690
+48% +$263K ﹤0.01% 1195
2015
Q3 		$587K Buy
32,490
+9,169
+39% +$174K ﹤0.01% 1240
2015
Q2 		$441K Sell
23,321
-8,055
-26% -$137K ﹤0.01% 1363
2015
Q1 		$520K Sell
31,376
-29,208
-48% -$387K ﹤0.01% 1354
2014
Q4 		$768K Buy
60,584
+52,484
+648% +$754K ﹤0.01% 1258
2014
Q3 		$116K Sell
8,100
-18,300
-69% -$265K ﹤0.01% 1561
2014
Q2 		$328K Sell
26,400
-4,763
-15% -$70.9K ﹤0.01% 1430
2014
Q1 		$466K Buy
31,163
+3,637
+13% +$54.9K ﹤0.01% 1369
2013
Q4 		$455K Sell
27,526
-7,141
-21% -$90.2K ﹤0.01% 1349
2013
Q3 		$354K Sell
34,667
-428,733
-93% -$5.29M ﹤0.01% 1371
2013
Q2 		$6.7M Buy
+463,400
New +$7.86M 0.03% 490

Other funds holding ALJ

Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
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
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
DRZID
DePrince Race & Zollo Inc (DRZ) Winter Park, Florida $5.29B AUM 20.14% 1-Year Est. Return
CS
Credit Suisse Zurich, Switzerland $104B AUM 34.76% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Federated Hermes's ALJ Position: Q1 2017 in Review

Federated Hermes sold out of Alon USA Energy Inc (ALJ) in Q1 2017, closing a stake of 4,410 shares — an estimated $50K sold.

Federated Hermes first reported a position in ALJ in Q2 2013 and held it in 15 quarters. The position peaked at $6.7M in Q2 2013. 121 funds tracked by Wall St. Rank hold ALJ as of Q1 2017.

  • Federated Hermes reported no remaining Alon USA Energy Inc position as of Q1 2017 after selling out during the quarter.
  • Federated Hermes sold 4,410 Alon USA Energy Inc shares in Q1 2017, an estimated $50K.
  • Federated Hermes first reported a position in Alon USA Energy Inc in Q2 2013 and held it in 15 quarters.
  • Federated Hermes's Alon USA Energy Inc position peaked at $6.7M in Q2 2013.
  • 121 funds tracked by Wall St. Rank held Alon USA Energy Inc as of Q1 2017.

Based on Federated Hermes's 13F filing for Q1 2017, filed 12 May 2017.