HST Ventures’s Federated Hermes FHI Stock Holding History

HST Ventures’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
2023 Q3	–	Sell	-76,482	Closed	-$2.74M	–	48
2023 Q2	$2.74M	Buy	76,482 +914	+1%	+$35.3K	1.34%	19
2023 Q1	$3.03M	Buy	+75,568	New	+$2.97M	1.55%	18

Other funds holding FHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

HST Ventures's FHI Position: Q3 2023 in Review

HST Ventures sold out of Federated Hermes (FHI) in Q3 2023, closing a stake of 76,482 shares — an estimated $2.74M sold.

HST Ventures first reported a position in FHI in Q1 2023 and held it in 2 quarters. The position peaked at $3.03M in Q1 2023. 308 funds tracked by Wall St. Rank hold FHI as of Q3 2023.

HST Ventures reported no remaining Federated Hermes position as of Q3 2023 after selling out during the quarter.
HST Ventures sold 76,482 Federated Hermes shares in Q3 2023, an estimated $2.74M.
HST Ventures first reported a position in Federated Hermes in Q1 2023 and held it in 2 quarters.
HST Ventures's Federated Hermes position peaked at $3.03M in Q1 2023.
308 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2023.

Based on HST Ventures's 13F filing for Q3 2023, filed 13 Nov 2023.