Foundry Partners’s Federated Hermes FHI Stock Holding History

Foundry Partners’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 Q2	–	Sell	-7,520	Closed	-$272K	–	301
2024 Q1	$272K	Buy	+7,520	New	+$264K	0.01%	270

Other funds holding FHI

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

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Foundry Partners's FHI Position: Q2 2024 in Review

Foundry Partners sold out of Federated Hermes (FHI) in Q2 2024, closing a stake of 7,520 shares — an estimated $272K sold.

Foundry Partners first reported a position in FHI in Q1 2024 and held it in 1 quarter. The position peaked at $272K in Q1 2024. 310 funds tracked by Wall St. Rank hold FHI as of Q2 2024.

Foundry Partners reported no remaining Federated Hermes position as of Q2 2024 after selling out during the quarter.
Foundry Partners sold 7,520 Federated Hermes shares in Q2 2024, an estimated $272K.
Foundry Partners first reported a position in Federated Hermes in Q1 2024 and held it in 1 quarter.
Foundry Partners's Federated Hermes position peaked at $272K in Q1 2024.
310 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2024.

Based on Foundry Partners's 13F filing for Q2 2024, filed 5 Aug 2024.