Federated Hermes’s PHX Minerals PHX Stock Holding History

Federated Hermes’s Portfolio PHX Stock Details PHX Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2021 Q1	–	Sell	-1,244	Closed	-$3K	–	2326
2020 Q4	$3K	Buy	1,244 +73	+6%	+$132	﹤0.01%	2098
2020 Q3	$2K	Hold	1,171	–	–	﹤0.01%	2102
2020 Q2	$3K	Buy	1,171 +498	+74%	+$1.86K	﹤0.01%	2053
2020 Q1	$2K	Buy	+673	New	+$4.49K	﹤0.01%	2029
2017 Q1	–	Sell	-134	Closed	-$3K	–	2171
2016 Q4	$3K	Buy	+134	New	+$2.85K	﹤0.01%	1995

Other funds holding PHX

Edenbrook Capital Mt. Kisco, New York $321M AUM 79.21% 1-Year Est. Return

Trigran Investments Northbrook, Illinois $418M AUM 3.34% 1-Year Est. Return

Robotti Robert $641M AUM 66.01% 1-Year Est. Return

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

RBF Capital San Francisco, California $2.05B AUM 29.64% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

BCM

Bridgeway Capital Management Houston, Texas $4.97B AUM 44.96% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

Federated Hermes's PHX Position: Q1 2021 in Review

Federated Hermes sold out of PHX Minerals (PHX) in Q1 2021, closing a stake of 1,244 shares — an estimated $3K sold.

Federated Hermes first reported a position in PHX in Q4 2016 and held it in 5 quarters. The position peaked at $3K in Q4 2020. 42 funds tracked by Wall St. Rank hold PHX as of Q1 2021.

Federated Hermes reported no remaining PHX Minerals position as of Q1 2021 after selling out during the quarter.
Federated Hermes sold 1,244 PHX Minerals shares in Q1 2021, an estimated $3K.
Federated Hermes first reported a position in PHX Minerals in Q4 2016 and held it in 5 quarters.
Federated Hermes's PHX Minerals position peaked at $3K in Q4 2020.
42 funds tracked by Wall St. Rank held PHX Minerals as of Q1 2021.

Based on Federated Hermes's 13F filing for Q1 2021, filed 13 May 2021.