IndexIQ Advisors’s Federated Hermes FHI Stock Holding History

IndexIQ Advisors’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 Q1	$403K	Buy	+11,839	New	+$403K	0.01%	633
2021 Q1	–	Sell	-11,451	Closed	-$331K	–	1194
2020 Q4	$331K	Buy	11,451 +1,592	+16%	+$42.4K	0.01%	597
2020 Q3	$212K	Buy	9,859 +534	+6%	+$12.7K	0.01%	598
2020 Q2	$221K	Sell	9,325 -378	-4%	-$8.37K	0.01%	471
2020 Q1	$185K	Buy	+9,703	New	+$288K	0.01%	563
2019 Q1	–	Sell	-62,923	Closed	-$1.67M	–	613
2018 Q4	$1.67M	Sell	62,923 -5,138	-8%	-$128K	0.05%	291
2018 Q3	$1.64M	Buy	68,061 +2,569	+4%	+$60.4K	0.05%	388
2018 Q2	$1.53M	Buy	65,492 +4,842	+8%	+$129K	0.05%	423
2018 Q1	$2.03M	Buy	+60,650	New	+$2.06M	0.07%	250

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

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

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

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

BAM

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

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

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

IndexIQ Advisors's FHI Position: Q1 2022 in Review

IndexIQ Advisors opened a new position in Federated Hermes (FHI) in Q1 2022: 11,839 shares worth $403K. The stake represents 0.01% of the portfolio and ranks #633 among its holdings. This is a return to the name: IndexIQ Advisors previously reported a position in FHI as recently as Q4 2020.

IndexIQ Advisors first reported a position in FHI in Q1 2018 and has held it in 9 quarters since. The position peaked at $2.03M in Q1 2018. 261 funds tracked by Wall St. Rank hold FHI as of Q1 2022.

IndexIQ Advisors held 11,839 shares of Federated Hermes worth $403K as of Q1 2022.
Federated Hermes was a new IndexIQ Advisors position in Q1 2022.
Federated Hermes made up 0.01% of IndexIQ Advisors's portfolio in Q1 2022, its #633 holding.
IndexIQ Advisors first reported a position in Federated Hermes in Q1 2018 and has held it in 9 quarters since.
IndexIQ Advisors's Federated Hermes position peaked at $2.03M in Q1 2018.
261 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2022.

Based on IndexIQ Advisors's 13F filing for Q1 2022, filed 6 May 2022.