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Freedom Investment Management’s Federated Hermes FHI Stock Holding History

Freedom Investment Management’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
Q1 		– Sell
-6,260
Closed -$212K – 803
2023
Q4 		$212K Sell
6,260
-237
-4% -$7.72K 0.02% 694
2023
Q3 		$220K Buy
+6,497
New +$224K 0.03% 600
2023
Q2 		– Sell
-7,841
Closed -$315K – 723
2023
Q1 		$315K Sell
7,841
-1,079
-12% -$42.3K 0.04% 537
2022
Q4 		$324K Buy
8,920
+321
+4% +$11.3K 0.04% 561
2022
Q3 		$285K Buy
8,599
+671
+8% +$22.9K 0.03% 582
2022
Q2 		$252K Sell
7,928
-972
-11% -$30.8K 0.03% 625
2022
Q1 		$303K Sell
8,900
-4,563
-34% -$155K 0.03% 612
2021
Q4 		$506K Sell
13,463
-926
-6% -$32.1K 0.04% 517
2021
Q3 		$468K Buy
14,389
+1,399
+11% +$45.6K 0.04% 522
2021
Q2 		$440K Sell
12,990
-6,603
-34% -$210K 0.03% 572
2021
Q1 		$613K Buy
+19,593
New +$576K 0.05% 455
2020
Q1 		– Sell
-10,883
Closed -$355K – 684
2019
Q4 		$355K Buy
10,883
+328
+3% +$10.7K 0.03% 443
2019
Q3 		$342K Buy
10,555
+2,202
+26% +$72.3K 0.03% 463
2019
Q2 		$271K Buy
+8,353
New +$264K 0.02% 560
2018
Q4 		– Sell
-15,603
Closed -$357K – 810
2018
Q3 		$357K Sell
15,603
-107
-0.7% -$2.52K 0.02% 652
2018
Q2 		$366K Buy
15,710
+2,190
+16% +$58.5K 0.02% 681
2018
Q1 		$452K Sell
13,520
-922
-6% -$31.3K 0.02% 666
2017
Q4 		$521K Sell
14,442
-590
-4% -$19.1K 0.03% 613
2017
Q3 		$446K Buy
+15,032
New +$422K 0.02% 649

Other funds holding FHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Freedom Investment Management's FHI Position: Q1 2024 in Review

Freedom Investment Management sold out of Federated Hermes (FHI) in Q1 2024, closing a stake of 6,260 shares — an estimated $212K sold.

Freedom Investment Management first reported a position in FHI in Q3 2017 and held it in 19 quarters. The position peaked at $613K in Q1 2021. 316 funds tracked by Wall St. Rank hold FHI as of Q1 2024.

  • Freedom Investment Management reported no remaining Federated Hermes position as of Q1 2024 after selling out during the quarter.
  • Freedom Investment Management sold 6,260 Federated Hermes shares in Q1 2024, an estimated $212K.
  • Freedom Investment Management first reported a position in Federated Hermes in Q3 2017 and held it in 19 quarters.
  • Freedom Investment Management's Federated Hermes position peaked at $613K in Q1 2021.
  • 316 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2024.

Based on Freedom Investment Management's 13F filing for Q1 2024, filed 14 May 2024.