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FORA Capital’s Federated Hermes FHI Stock Holding History

FORA Capital’s Portfolio FHI Stock Details FHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2024
Q4 		– Sell
-6,846
Closed -$252K – 454
2024
Q3 		$252K Buy
+6,846
New +$234K 0.03% 374
2024
Q1 		– Sell
-23,417
Closed -$793K – 461
2023
Q4 		$793K Buy
+23,417
New +$763K 0.07% 278
2021
Q3 		– Sell
-1,770
Closed -$60K – 522
2021
Q2 		$60K Buy
+1,770
New +$56.4K 0.01% 686

Other funds holding FHI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

FORA Capital's FHI Position: Q4 2024 in Review

FORA Capital sold out of Federated Hermes (FHI) in Q4 2024, closing a stake of 6,846 shares — an estimated $252K sold.

FORA Capital first reported a position in FHI in Q2 2021 and held it in 3 quarters. The position peaked at $793K in Q4 2023. 328 funds tracked by Wall St. Rank hold FHI as of Q4 2024.

  • FORA Capital reported no remaining Federated Hermes position as of Q4 2024 after selling out during the quarter.
  • FORA Capital sold 6,846 Federated Hermes shares in Q4 2024, an estimated $252K.
  • FORA Capital first reported a position in Federated Hermes in Q2 2021 and held it in 3 quarters.
  • FORA Capital's Federated Hermes position peaked at $793K in Q4 2023.
  • 328 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2024.

Based on FORA Capital's 13F filing for Q4 2024, filed 14 Feb 2025.