Greenleaf Trust’s Federated Hermes FHI Stock Holding History

Greenleaf Trust’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
2020 Q2	–	Sell	-14,551	Closed	-$277K	–	569
2020 Q1	$277K	Buy	14,551 +1,187	+9%	+$35.2K	0.01%	355
2019 Q4	$436K	Hold	13,364	–	–	0.01%	320
2019 Q3	$433K	Hold	13,364	–	–	0.01%	313
2019 Q2	$434K	Buy	13,364 +22	+0.2%	+$695	0.01%	311
2019 Q1	$391K	Sell	13,342 -144	-1%	-$4K	0.01%	316
2018 Q4	$358K	Buy	+13,486	New	+$335K	0.01%	325
2018 Q3	–	Sell	-17,406	Closed	-$406K	–	541
2018 Q2	$406K	Buy	+17,406	New	+$465K	0.01%	319

Other funds holding FHI

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

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

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

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

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Greenleaf Trust's FHI Position: Q2 2020 in Review

Greenleaf Trust sold out of Federated Hermes (FHI) in Q2 2020, closing a stake of 14,551 shares — an estimated $277K sold.

Greenleaf Trust first reported a position in FHI in Q2 2018 and held it in 7 quarters. The position peaked at $436K in Q4 2019. 274 funds tracked by Wall St. Rank hold FHI as of Q2 2020.

Greenleaf Trust reported no remaining Federated Hermes position as of Q2 2020 after selling out during the quarter.
Greenleaf Trust sold 14,551 Federated Hermes shares in Q2 2020, an estimated $277K.
Greenleaf Trust first reported a position in Federated Hermes in Q2 2018 and held it in 7 quarters.
Greenleaf Trust's Federated Hermes position peaked at $436K in Q4 2019.
274 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2020.

Based on Greenleaf Trust's 13F filing for Q2 2020, filed 12 Aug 2020.