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Hunter Associates Investment Management’s Federated Hermes FHI Stock Holding History

Hunter Associates Investment Management’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
Q2 		– Sell
-7,321
Closed -$229K – 162
2021
Q1 		$229K Hold
7,321
– – 0.05% 189
2020
Q4 		$212K Buy
+7,321
New +$195K 0.05% 182
2020
Q1 		– Sell
-7,321
Closed -$239K – 162
2019
Q4 		$239K Hold
7,321
– – 0.07% 148
2019
Q3 		$237K Hold
7,321
– – 0.08% 143
2019
Q2 		$238K Hold
7,321
– – 0.08% 146
2019
Q1 		$215K Buy
+7,321
New +$203K 0.08% 152
2018
Q2 		– Sell
-7,821
Closed -$261K – 160
2018
Q1 		$261K Sell
7,821
-750
-9% -$25.5K 0.1% 138
2017
Q4 		$309K Buy
8,571
+500
+6% +$16.2K 0.11% 126
2017
Q3 		$240K Hold
8,071
– – 0.09% 144
2017
Q2 		$228K Hold
8,071
– – 0.09% 148
2017
Q1 		$213K Sell
8,071
-50
-0.6% -$1.34K 0.09% 153
2016
Q4 		$230K Hold
8,121
– – 0.1% 143
2016
Q3 		$241K Sell
8,121
-100
-1% -$3.13K 0.1% 138
2016
Q2 		$237K Buy
8,221
+200
+2% +$6.12K 0.1% 133
2016
Q1 		$231K Buy
8,021
+700
+10% +$18.4K 0.11% 131
2015
Q4 		$210K Hold
7,321
– – 0.09% 135
2015
Q3 		$212K Hold
7,321
– – 0.1% 132
2015
Q2 		$245K Hold
7,321
– – 0.1% 129
2015
Q1 		$248K Hold
7,321
– – 0.1% 130
2014
Q4 		$241K Hold
7,321
– – 0.09% 130
2014
Q3 		$215K Hold
7,321
– – 0.08% 139
2014
Q2 		$226K Hold
7,321
– – 0.09% 134
2014
Q1 		$224K Sell
7,321
-900
-11% -$25.2K 0.09% 142
2013
Q4 		$237K Buy
+8,221
New +$225K 0.09% 147
2013
Q3 		– Sell
-7,321
Closed -$201K – 165
2013
Q2 		$201K Buy
+7,321
New +$186K 0.07% 166

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
Fidelity Investments
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
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Hunter Associates Investment Management's FHI Position: Q2 2021 in Review

Hunter Associates Investment Management sold out of Federated Hermes (FHI) in Q2 2021, closing a stake of 7,321 shares — an estimated $229K sold.

Hunter Associates Investment Management first reported a position in FHI in Q2 2013 and held it in 25 quarters. The position peaked at $309K in Q4 2017. 266 funds tracked by Wall St. Rank hold FHI as of Q2 2021.

  • Hunter Associates Investment Management reported no remaining Federated Hermes position as of Q2 2021 after selling out during the quarter.
  • Hunter Associates Investment Management sold 7,321 Federated Hermes shares in Q2 2021, an estimated $229K.
  • Hunter Associates Investment Management first reported a position in Federated Hermes in Q2 2013 and held it in 25 quarters.
  • Hunter Associates Investment Management's Federated Hermes position peaked at $309K in Q4 2017.
  • 266 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2021.

Based on Hunter Associates Investment Management's 13F filing for Q2 2021, filed 5 Aug 2021.