Federated Hermes
HBT icon

Federated Hermes’s HBT Financial HBT Stock Holding History

Federated Hermes’s Portfolio HBT Stock Details HBT Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q2 		– Sell
-89
Closed -$1.75K – 2159
2023
Q1 		$1.75K Buy
89
+18
+25% +$376 ﹤0.01% 2012
2022
Q4 		$1.39K Buy
+71
New +$1.4K ﹤0.01% 2035

Other funds holding HBT

BlackRock
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Manulife (Manufacturers Life Insurance)
Manulife (Manufacturers Life Insurance) Canada, Ontario, Canada $116B AUM 26.37% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Cetera Investment Advisers
Cetera Investment Advisers Schaumburg, Illinois $94B AUM 20.14% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Federated Hermes's HBT Position: Q2 2023 in Review

Federated Hermes sold out of HBT Financial (HBT) in Q2 2023, closing a stake of 89 shares — an estimated $1.75K sold.

Federated Hermes first reported a position in HBT in Q4 2022 and held it in 2 quarters. The position peaked at $1.75K in Q1 2023. 70 funds tracked by Wall St. Rank hold HBT as of Q2 2023.

  • Federated Hermes reported no remaining HBT Financial position as of Q2 2023 after selling out during the quarter.
  • Federated Hermes sold 89 HBT Financial shares in Q2 2023, an estimated $1.75K.
  • Federated Hermes first reported a position in HBT Financial in Q4 2022 and held it in 2 quarters.
  • Federated Hermes's HBT Financial position peaked at $1.75K in Q1 2023.
  • 70 funds tracked by Wall St. Rank held HBT Financial as of Q2 2023.

Based on Federated Hermes's 13F filing for Q2 2023, filed 14 Aug 2023.