Hoese & Co’s Federated Hermes FHI Stock Holding History

Hoese & 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 Q3	–	Sell	-150	Closed	-$5K	–	205
2021 Q2	$5K	Buy	+150	New	+$4.78K	0.01%	167

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

Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 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

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

Hoese & Co's FHI Position: Q3 2021 in Review

Hoese & Co sold out of Federated Hermes (FHI) in Q3 2021, closing a stake of 150 shares — an estimated $5K sold.

Hoese & Co first reported a position in FHI in Q2 2021 and held it in 1 quarter. The position peaked at $5K in Q2 2021. 249 funds tracked by Wall St. Rank hold FHI as of Q3 2021.

Hoese & Co reported no remaining Federated Hermes position as of Q3 2021 after selling out during the quarter.
Hoese & Co sold 150 Federated Hermes shares in Q3 2021, an estimated $5K.
Hoese & Co first reported a position in Federated Hermes in Q2 2021 and held it in 1 quarter.
Hoese & Co's Federated Hermes position peaked at $5K in Q2 2021.
249 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2021.

Based on Hoese & Co's 13F filing for Q3 2021, filed 20 Oct 2021.