Federated Hermes
ALTA

Federated Hermes’s Altabancorp ALTA Stock Holding History

Federated Hermes’s Portfolio ALTA Stock Details ALTA Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2020
Q2 		– Sell
-400
Closed -$8K – 2433
2020
Q1 		$8K Buy
400
+22
+6% +$550 ﹤0.01% 1892
2019
Q4 		$11K Sell
378
-25
-6% -$733 ﹤0.01% 1896
2019
Q3 		$11K Buy
403
+30
+8% +$852 ﹤0.01% 1879
2019
Q2 		$11K Sell
373
-52
-12% -$1.49K ﹤0.01% 1895
2019
Q1 		$11K Buy
+425
New +$12.3K ﹤0.01% 1866
2018
Q4 		– Sell
-110
Closed -$4K – 2363
2018
Q3 		$4K Sell
110
-232
-68% -$8.27K ﹤0.01% 2097
2018
Q2 		$12K Hold
342
– – ﹤0.01% 1882
2018
Q1 		$11K Sell
342
-72
-17% -$2.27K ﹤0.01% 1875
2017
Q4 		$13K Sell
414
-116
-22% -$3.64K ﹤0.01% 1844
2017
Q3 		$17K Buy
530
+207
+64% +$5.77K ﹤0.01% 1775
2017
Q2 		$9K Buy
323
+41
+15% +$1.07K ﹤0.01% 1864
2017
Q1 		$7K Buy
+282
New +$7.3K ﹤0.01% 1882
2016
Q2 		– Sell
-173
Closed -$3K – 2212
2016
Q1 		$3K Hold
173
– – ﹤0.01% 1959
2015
Q4 		$3K Buy
+173
New +$2.9K ﹤0.01% 1942

Other funds holding ALTA

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
DAM
Davis Asset Management Sausalito, California $3.46B AUM 9.77% 1-Year Est. Return
CF
Copperwynd Financial Scottsdale, Arizona $401M AUM 20.7% 1-Year Est. Return
FHC
Forest Hill Capital Little Rock, Arkansas $152M AUM 64.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
SIA
Soltis Investment Advisors St. George, Utah $1.59B AUM 23.87% 1-Year Est. Return
Renaissance Technologies
Renaissance Technologies New York $63.9B AUM 45.56% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Federated Hermes's ALTA Position: Q2 2020 in Review

Federated Hermes sold out of Altabancorp (ALTA) in Q2 2020, closing a stake of 400 shares — an estimated $8K sold.

Federated Hermes first reported a position in ALTA in Q4 2015 and held it in 14 quarters. The position peaked at $17K in Q3 2017. 67 funds tracked by Wall St. Rank hold ALTA as of Q2 2020.

  • Federated Hermes reported no remaining Altabancorp position as of Q2 2020 after selling out during the quarter.
  • Federated Hermes sold 400 Altabancorp shares in Q2 2020, an estimated $8K.
  • Federated Hermes first reported a position in Altabancorp in Q4 2015 and held it in 14 quarters.
  • Federated Hermes's Altabancorp position peaked at $17K in Q3 2017.
  • 67 funds tracked by Wall St. Rank held Altabancorp as of Q2 2020.

Based on Federated Hermes's 13F filing for Q2 2020, filed 13 Aug 2020.