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International Assets Investment Management’s Federated Hermes FHI Stock Holding History

International Assets 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
2024
Q4 		– Sell
-21,768
Closed -$592 – 1165
2024
Q3 		$592 Buy
+21,768
New +$745K ﹤0.01% 1299
2021
Q2 		– Sell
-592
Closed -$17K – 955
2021
Q1 		$17K Hold
592
– – ﹤0.01% 1361
2020
Q4 		$17K Buy
+592
New +$15.8K ﹤0.01% 1229

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
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

International Assets Investment Management's FHI Position: Q4 2024 in Review

International Assets Investment Management sold out of Federated Hermes (FHI) in Q4 2024, closing a stake of 21,768 shares — an estimated $592 sold.

International Assets Investment Management first reported a position in FHI in Q4 2020 and held it in 3 quarters. The position peaked at $17K in Q1 2021. 328 funds tracked by Wall St. Rank hold FHI as of Q4 2024.

  • International Assets Investment Management reported no remaining Federated Hermes position as of Q4 2024 after selling out during the quarter.
  • International Assets Investment Management sold 21,768 Federated Hermes shares in Q4 2024, an estimated $592.
  • International Assets Investment Management first reported a position in Federated Hermes in Q4 2020 and held it in 3 quarters.
  • International Assets Investment Management's Federated Hermes position peaked at $17K in Q1 2021.
  • 328 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2024.

Based on International Assets Investment Management's 13F filing for Q4 2024, filed 8 Jan 2025.