Glen Eagle Advisors’s Federated Hermes FHI Stock Holding History

Glen Eagle Advisors’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	-28	Closed	-$1.15K	–	1085
2024 Q4	$1.15K	Hold	28	–	–	﹤0.01%	949
2024 Q3	$1.02K	Buy	28 +1	+4%	+$34	﹤0.01%	1001
2024 Q2	$903	Hold	27	–	–	﹤0.01%	1012
2024 Q1	$983	Hold	27	–	–	﹤0.01%	985
2023 Q4	$914	Hold	27	–	–	﹤0.01%	936
2023 Q3	$906	Hold	27	–	–	﹤0.01%	941
2023 Q2	$952	Hold	27	–	–	﹤0.01%	960
2023 Q1	$1.06K	Buy	+27	New	+$1.06K	﹤0.01%	949

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

Charles Schwab San Francisco, California $654B AUM 26.35% 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

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

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

Glen Eagle Advisors's FHI Position: Q1 2025 in Review

Glen Eagle Advisors sold out of Federated Hermes (FHI) in Q1 2025, closing a stake of 28 shares — an estimated $1.15K sold.

Glen Eagle Advisors first reported a position in FHI in Q1 2023 and held it in 8 quarters. The position peaked at $1.15K in Q4 2024. 321 funds tracked by Wall St. Rank hold FHI as of Q1 2025.

Glen Eagle Advisors reported no remaining Federated Hermes position as of Q1 2025 after selling out during the quarter.
Glen Eagle Advisors sold 28 Federated Hermes shares in Q1 2025, an estimated $1.15K.
Glen Eagle Advisors first reported a position in Federated Hermes in Q1 2023 and held it in 8 quarters.
Glen Eagle Advisors's Federated Hermes position peaked at $1.15K in Q4 2024.
321 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2025.

Based on Glen Eagle Advisors's 13F filing for Q1 2025, filed 15 May 2025.