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Freestone Grove Partners’s Federated Hermes FHI Stock Holding History

Freestone Grove 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
2025
Q1 		– Sell
-92,719
Closed -$3.81M – 656
2024
Q4 		$3.81M Buy
+92,719
New +$3.74M 0.05% 245

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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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Freestone Grove Partners's FHI Position: Q1 2025 in Review

Freestone Grove Partners sold out of Federated Hermes (FHI) in Q1 2025, closing a stake of 92,719 shares — an estimated $3.81M sold.

Freestone Grove Partners first reported a position in FHI in Q4 2024 and held it in 1 quarter. The position peaked at $3.81M in Q4 2024. 321 funds tracked by Wall St. Rank hold FHI as of Q1 2025.

  • Freestone Grove Partners reported no remaining Federated Hermes position as of Q1 2025 after selling out during the quarter.
  • Freestone Grove Partners sold 92,719 Federated Hermes shares in Q1 2025, an estimated $3.81M.
  • Freestone Grove Partners first reported a position in Federated Hermes in Q4 2024 and held it in 1 quarter.
  • Freestone Grove Partners's Federated Hermes position peaked at $3.81M in Q4 2024.
  • 321 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2025.

Based on Freestone Grove Partners's 13F filing for Q1 2025, filed 15 May 2025.