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HL Financial Services’s Federated Hermes FHI Stock Holding History

HL Financial Services’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
2019
Q1 		$598K Sell
20,404
-4,755
-19% -$132K 0.01% 475
2018
Q4 		$668K Sell
25,159
-1,611
-6% -$40K 0.01% 432
2018
Q3 		$646K Buy
+26,770
New +$630K 0.01% 474

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
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

HL Financial Services's FHI Position: Q1 2019 in Review

HL Financial Services reduced its Federated Hermes (FHI) stake by 19% in Q1 2019, selling an estimated $132K and leaving 20,404 shares worth $598K. The position accounts for 0.01% of the portfolio, ranked #475.

HL Financial Services first reported a position in FHI in Q3 2018 and has held it in 3 quarters since. The position peaked at $668K in Q4 2018. 286 funds tracked by Wall St. Rank hold FHI as of Q1 2019.

  • HL Financial Services held 20,404 shares of Federated Hermes worth $598K as of Q1 2019.
  • HL Financial Services sold 4,755 Federated Hermes shares in Q1 2019, an estimated $132K.
  • Federated Hermes made up 0.01% of HL Financial Services's portfolio in Q1 2019, its #475 holding.
  • HL Financial Services first reported a position in Federated Hermes in Q3 2018 and has held it in 3 quarters since.
  • HL Financial Services's Federated Hermes position peaked at $668K in Q4 2018.
  • 286 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2019.

Based on HL Financial Services's 13F filing for Q1 2019, filed 1 May 2019.