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Jackson Creek Investment Advisors’s Federated Hermes FHI Stock Holding History

Jackson Creek Investment 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
2023
Q3 		– Sell
-23,213
Closed -$832K – 323
2023
Q2 		$832K Buy
+23,213
New +$897K 0.33% 164
2021
Q2 		– Sell
-29,404
Closed -$920K – 320
2021
Q1 		$920K Sell
29,404
-873
-3% -$25.6K 0.32% 174
2020
Q4 		$875K Sell
30,277
-56
-0.2% -$1.49K 0.34% 166
2020
Q3 		$652K Buy
+30,333
New +$719K 0.3% 194

Other funds holding FHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Jackson Creek Investment Advisors's FHI Position: Q3 2023 in Review

Jackson Creek Investment Advisors sold out of Federated Hermes (FHI) in Q3 2023, closing a stake of 23,213 shares — an estimated $832K sold.

Jackson Creek Investment Advisors first reported a position in FHI in Q3 2020 and held it in 4 quarters. The position peaked at $920K in Q1 2021. 308 funds tracked by Wall St. Rank hold FHI as of Q3 2023.

  • Jackson Creek Investment Advisors reported no remaining Federated Hermes position as of Q3 2023 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 23,213 Federated Hermes shares in Q3 2023, an estimated $832K.
  • Jackson Creek Investment Advisors first reported a position in Federated Hermes in Q3 2020 and held it in 4 quarters.
  • Jackson Creek Investment Advisors's Federated Hermes position peaked at $920K in Q1 2021.
  • 308 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2023.

Based on Jackson Creek Investment Advisors's 13F filing for Q3 2023, filed 3 Nov 2023.