HPIA
FHI icon

Hamilton Point Investment Advisors’s Federated Hermes FHI Stock Holding History

Hamilton Point Investment 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
2020
Q1 		– Sell
-84,285
Closed -$2.75M – 70
2019
Q4 		$2.75M Buy
84,285
+780
+0.9% +$25.5K 1.05% 48
2019
Q3 		$2.71M Buy
83,505
+3,705
+5% +$122K 1.1% 46
2019
Q2 		$2.59M Buy
79,800
+870
+1% +$27.5K 1.11% 43
2019
Q1 		$2.31M Sell
78,930
-592
-0.7% -$16.4K 1.03% 45
2018
Q4 		$2.11M Buy
79,522
+2,117
+3% +$52.6K 1.07% 45
2018
Q3 		$1.87M Buy
77,405
+490
+0.6% +$11.5K 0.87% 51
2018
Q2 		$1.79M Buy
76,915
+445
+0.6% +$11.9K 0.89% 52
2018
Q1 		$2.55M Buy
76,470
+1,970
+3% +$66.9K 1.3% 38
2017
Q4 		$2.69M Buy
74,500
+3,565
+5% +$115K 1.41% 35
2017
Q3 		$2.11M Buy
70,935
+850
+1% +$23.9K 1.14% 40
2017
Q2 		$1.98M Buy
70,085
+175
+0.3% +$4.67K 1.11% 39
2017
Q1 		$1.84M Buy
+69,910
New +$1.87M 1.05% 44

Other funds holding FHI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Hamilton Point Investment Advisors's FHI Position: Q1 2020 in Review

Hamilton Point Investment Advisors sold out of Federated Hermes (FHI) in Q1 2020, closing a stake of 84,285 shares — an estimated $2.75M sold.

Hamilton Point Investment Advisors first reported a position in FHI in Q1 2017 and held it in 12 quarters. The position peaked at $2.75M in Q4 2019. 267 funds tracked by Wall St. Rank hold FHI as of Q1 2020.

  • Hamilton Point Investment Advisors reported no remaining Federated Hermes position as of Q1 2020 after selling out during the quarter.
  • Hamilton Point Investment Advisors sold 84,285 Federated Hermes shares in Q1 2020, an estimated $2.75M.
  • Hamilton Point Investment Advisors first reported a position in Federated Hermes in Q1 2017 and held it in 12 quarters.
  • Hamilton Point Investment Advisors's Federated Hermes position peaked at $2.75M in Q4 2019.
  • 267 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2020.

Based on Hamilton Point Investment Advisors's 13F filing for Q1 2020, filed 11 May 2020.