Federated Hermes

Federated Hermes’s Morningstar MORN Stock Holding History

Federated Hermes’s Portfolio MORN Stock Details MORN Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$243K	Sell	1,440 -478	-25%	-$88.8K	﹤0.01%	1460
2025 Q4	$417K	Sell	1,918 -267	-12%	-$57.8K	﹤0.01%	1360
2025 Q3	$507K	Buy	2,185 +137	+7%	+$36.5K	﹤0.01%	1334
2025 Q2	$643K	Sell	2,048 -67	-3%	-$19.8K	﹤0.01%	1266
2025 Q1	$634K	Sell	2,115 -99	-4%	-$31.2K	﹤0.01%	1239
2024 Q4	$746K	Sell	2,214 -79	-3%	-$27K	﹤0.01%	1205
2024 Q3	$732K	Buy	2,293 +33	+1%	+$10.3K	﹤0.01%	1232
2024 Q2	$669K	Sell	2,260 -524	-19%	-$155K	﹤0.01%	1236
2024 Q1	$859K	Sell	2,784 -167	-6%	-$48.1K	﹤0.01%	1182
2023 Q4	$845K	Sell	2,951 -591	-17%	-$154K	﹤0.01%	1191
2023 Q3	$830K	Buy	+3,542	New	+$800K	﹤0.01%	1185
2021 Q4	–	Sell	-78	Closed	-$20K	–	2264
2021 Q3	$20K	Buy	78 +3	+4%	+$788	﹤0.01%	1933
2021 Q2	$19K	Buy	+75	New	+$18.2K	﹤0.01%	1927
2016 Q3	–	Sell	-2,781	Closed	-$227K	–	2148
2016 Q2	$227K	Buy	2,781 +1,337	+93%	+$112K	﹤0.01%	1464
2016 Q1	$127K	Buy	+1,444	New	+$115K	﹤0.01%	1543
2015 Q4	–	Sell	-2	Closed	-$1K	–	2129
2015 Q3	$1K	Buy	+2	New	+$163	﹤0.01%	1913

Other funds holding MORN

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Wellington Management Group

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Two Sigma Investments

Two Sigma Investments New York $121B AUM 33.93% 1-Year Est. Return

BAMCO Inc New York $33.1B AUM 11.16% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Los Angeles Capital Management

Los Angeles Capital Management Los Angeles, California $25.4B AUM 38.46% 1-Year Est. Return

Select Equity Group

Select Equity Group New York $18.8B AUM 17.33% 1-Year Est. Return