HM Payson & Co’s Federated Hermes FHI Stock Holding History

HM Payson & Co’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
2021 Q4	–	Sell	-500	Closed	-$16K	–	1103
2021 Q3	$16K	Sell	500 -500	-50%	-$16.3K	﹤0.01%	771
2021 Q2	$34K	Buy	+1,000	New	+$31.8K	﹤0.01%	655
2020 Q1	–	Sell	-141	Closed	-$5K	–	918
2019 Q4	$5K	Buy	+141	New	+$4.6K	﹤0.01%	858

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

SDWMA

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

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

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

Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return

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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

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

HM Payson & Co's FHI Position: Q4 2021 in Review

HM Payson & Co sold out of Federated Hermes (FHI) in Q4 2021, closing a stake of 500 shares — an estimated $16K sold.

HM Payson & Co first reported a position in FHI in Q4 2019 and held it in 3 quarters. The position peaked at $34K in Q2 2021. 261 funds tracked by Wall St. Rank hold FHI as of Q4 2021.

HM Payson & Co reported no remaining Federated Hermes position as of Q4 2021 after selling out during the quarter.
HM Payson & Co sold 500 Federated Hermes shares in Q4 2021, an estimated $16K.
HM Payson & Co first reported a position in Federated Hermes in Q4 2019 and held it in 3 quarters.
HM Payson & Co's Federated Hermes position peaked at $34K in Q2 2021.
261 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2021.

Based on HM Payson & Co's 13F filing for Q4 2021, filed 15 Feb 2022.