Federated Hermes
LION

Federated Hermes’s Fidelity Southern Corporation LION Stock Holding History

Federated Hermes’s Portfolio LION Stock Details LION Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2017
Q3 		– Sell
-156
Closed -$4K – 2224
2017
Q2 		$4K Buy
+156
New +$3.45K ﹤0.01% 2000
2017
Q1 		– Sell
-23,406
Closed -$554K – 2224
2016
Q4 		$554K Buy
23,406
+4,109
+21% +$87K ﹤0.01% 1283
2016
Q3 		$355K Sell
19,297
-2,786
-13% -$48.4K ﹤0.01% 1377
2016
Q2 		$346K Sell
22,083
-21,015
-49% -$337K ﹤0.01% 1372
2016
Q1 		$691K Sell
43,098
-580
-1% -$9.48K ﹤0.01% 1193
2015
Q4 		$974K Buy
43,678
+17,346
+66% +$375K ﹤0.01% 1108
2015
Q3 		$557K Sell
26,332
-789
-3% -$15.2K ﹤0.01% 1254
2015
Q2 		$473K Buy
27,121
+1,732
+7% +$28.6K ﹤0.01% 1344
2015
Q1 		$429K Sell
25,389
-18,351
-42% -$293K ﹤0.01% 1398
2014
Q4 		$705K Buy
43,740
+41,136
+1,580% +$623K ﹤0.01% 1277
2014
Q3 		$36K Buy
+2,604
New +$35.9K ﹤0.01% 1677
2014
Q1 		– Sell
-5,262
Closed -$87K – 1815
2013
Q4 		$87K Sell
5,262
-49
-0.9% -$774 ﹤0.01% 1602
2013
Q3 		$81K Sell
5,311
-637
-11% -$9.19K ﹤0.01% 1590
2013
Q2 		$73K Buy
+5,948
New +$70.6K ﹤0.01% 1560

Other funds holding LION

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
BFC
Banc Funds Company Chicago, Illinois $537M AUM 17.34% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Allianz Asset Management
Allianz Asset Management Munich, Germany $95.4B AUM 38.74% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
MCA
Mendon Capital Advisors Key Largo, Florida $258M AUM 21.23% 1-Year Est. Return
CRC
Curi RMB Capital Chicago, Illinois $5.62B AUM 18.93% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Federated Hermes's LION Position: Q3 2017 in Review

Federated Hermes sold out of Fidelity Southern Corporation (LION) in Q3 2017, closing a stake of 156 shares — an estimated $4K sold.

Federated Hermes first reported a position in LION in Q2 2013 and held it in 14 quarters. The position peaked at $974K in Q4 2015. 111 funds tracked by Wall St. Rank hold LION as of Q3 2017.

  • Federated Hermes reported no remaining Fidelity Southern Corporation position as of Q3 2017 after selling out during the quarter.
  • Federated Hermes sold 156 Fidelity Southern Corporation shares in Q3 2017, an estimated $4K.
  • Federated Hermes first reported a position in Fidelity Southern Corporation in Q2 2013 and held it in 14 quarters.
  • Federated Hermes's Fidelity Southern Corporation position peaked at $974K in Q4 2015.
  • 111 funds tracked by Wall St. Rank held Fidelity Southern Corporation as of Q3 2017.

Based on Federated Hermes's 13F filing for Q3 2017, filed 13 Nov 2017.