GRP
FHI icon

Global Retirement Partners’s Federated Hermes FHI Stock Holding History

Global Retirement 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
Q4 		$235K Buy
4,511
+1,176
+35% +$59.7K ﹤0.01% 1375
2025
Q3 		$173K Buy
3,335
+988
+42% +$50.1K ﹤0.01% 1252
2025
Q2 		$104K Buy
+2,347
New +$96.5K ﹤0.01% 1416
2024
Q3 		– Sell
-606
Closed -$19.9K – 3555
2024
Q2 		$19.9K Sell
606
-35
-5% -$1.17K ﹤0.01% 1982
2024
Q1 		$23.2K Buy
641
+29
+5% +$1.02K ﹤0.01% 1744
2023
Q4 		$21.5K Buy
612
+79
+15% +$2.57K ﹤0.01% 1725
2023
Q3 		$17.6K Sell
533
-214
-29% -$7.37K ﹤0.01% 1700
2023
Q2 		$26.8K Sell
747
-20
-3% -$773 ﹤0.01% 1549
2023
Q1 		$31K Buy
767
+354
+86% +$13.9K ﹤0.01% 1448
2022
Q4 		$15K Hold
413
– – ﹤0.01% 1607
2022
Q3 		$14K Hold
413
– – ﹤0.01% 1532
2022
Q2 		$13K Sell
413
-37
-8% -$1.17K ﹤0.01% 1519
2022
Q1 		$15K Buy
+450
New +$15.3K ﹤0.01% 1460
2021
Q4 		– Sell
-406
Closed -$13K – 750
2021
Q3 		$13K Buy
406
+3
+0.7% +$98 ﹤0.01% 1334
2021
Q2 		$14K Buy
403
+3
+0.8% +$96 ﹤0.01% 1294
2021
Q1 		$13K Buy
+400
New +$11.8K ﹤0.01% 1221

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