Howe & Rusling’s Federated Hermes FHI Stock Holding History

Howe & Rusling’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
2022 Q4	–	Sell	-62	Closed	-$2K	–	576
2022 Q3	$2K	Buy	+62	New	+$2.12K	﹤0.01%	858
2021 Q1	–	Sell	-37	Closed	-$1K	–	970
2020 Q4	$1K	Buy	+37	New	+$985	﹤0.01%	872
2016 Q2	–	Sell	-33	Closed	-$1K	–	987
2016 Q1	$1K	Sell	33 -179	-84%	-$4.71K	﹤0.01%	936
2015 Q4	$6K	Sell	212 -142	-40%	-$4.29K	﹤0.01%	592
2015 Q3	$10K	Hold	354	–	–	﹤0.01%	496
2015 Q2	$12K	Hold	354	–	–	﹤0.01%	488
2015 Q1	$12K	Sell	354 -19	-5%	-$631	﹤0.01%	467
2014 Q4	$12K	Buy	373 +340	+1,030%	+$10.5K	﹤0.01%	469
2014 Q3	$1K	Hold	33	–	–	﹤0.01%	823
2014 Q2	$1K	Hold	33	–	–	﹤0.01%	754
2014 Q1	$1K	Hold	33	–	–	﹤0.01%	804
2013 Q4	$1K	Hold	33	–	–	﹤0.01%	744
2013 Q3	$1K	Hold	33	–	–	﹤0.01%	835
2013 Q2	$1K	Buy	+33	New	+$837	﹤0.01%	856

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

Bank of New York Mellon New York $544B AUM 28.31% 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

Howe & Rusling's FHI Position: Q4 2022 in Review

Howe & Rusling sold out of Federated Hermes (FHI) in Q4 2022, closing a stake of 62 shares — an estimated $2K sold.

Howe & Rusling first reported a position in FHI in Q2 2013 and held it in 14 quarters. The position peaked at $12K in Q2 2015. 312 funds tracked by Wall St. Rank hold FHI as of Q4 2022.

Howe & Rusling reported no remaining Federated Hermes position as of Q4 2022 after selling out during the quarter.
Howe & Rusling sold 62 Federated Hermes shares in Q4 2022, an estimated $2K.
Howe & Rusling first reported a position in Federated Hermes in Q2 2013 and held it in 14 quarters.
Howe & Rusling's Federated Hermes position peaked at $12K in Q2 2015.
312 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2022.

Based on Howe & Rusling's 13F filing for Q4 2022, filed 15 Feb 2023.