Federated Hermes’s Dream Finders Homes DFH Stock Holding History

Federated Hermes’s Portfolio DFH Stock Details DFH Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q3	–	Sell	-348,800	Closed	-$9.01M	–	2085
2024 Q2	$9.01M	Sell	348,800 -26,200	-7%	-$828K	0.02%	583
2024 Q1	$16.4M	Hold	375,000	–	–	0.04%	454
2023 Q4	$13.3M	Buy	+375,000	New	+$9.33M	0.03%	488
2021 Q4	–	Sell	-1,100,000	Closed	-$19.1M	–	2221
2021 Q3	$19.1M	Hold	1,100,000	–	–	0.04%	478
2021 Q2	$26.9M	Buy	1,100,000 +402,687	+58%	+$10.4M	0.05%	412
2021 Q1	$16.8M	Buy	+697,313	New	+$17.1M	0.03%	538

Other funds holding DFH

Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Cooke & Bieler Philadelphia, Pennsylvania $8.65B AUM 9.66% 1-Year Est. Return

ACP

Arcus Capital Partners Atlanta, Georgia $242M AUM 20.33% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

HRCM

Hood River Capital Management Palm Beach Gardens, Florida $13.8B AUM 163.97% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Federated Hermes's DFH Position: Q3 2024 in Review

Federated Hermes sold out of Dream Finders Homes (DFH) in Q3 2024, closing a stake of 348,800 shares — an estimated $9.01M sold.

Federated Hermes first reported a position in DFH in Q1 2021 and held it in 6 quarters. The position peaked at $26.9M in Q2 2021. 195 funds tracked by Wall St. Rank hold DFH as of Q3 2024.

Federated Hermes reported no remaining Dream Finders Homes position as of Q3 2024 after selling out during the quarter.
Federated Hermes sold 348,800 Dream Finders Homes shares in Q3 2024, an estimated $9.01M.
Federated Hermes first reported a position in Dream Finders Homes in Q1 2021 and held it in 6 quarters.
Federated Hermes's Dream Finders Homes position peaked at $26.9M in Q2 2021.
195 funds tracked by Wall St. Rank held Dream Finders Homes as of Q3 2024.

Based on Federated Hermes's 13F filing for Q3 2024, filed 13 Nov 2024.