Jupiter Investment Management’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2020
Q2 | – | Sell |
-23,479
| Closed | -$447K | – | 424 |
|
|
2020
Q1 | $447K | Sell |
23,479
-10,361
| -31% | -$197K | 0.01% | 290 |
|
|
2019
Q4 | $1.1M | Sell |
33,840
-3,499
| -9% | -$114K | 0.02% | 316 |
|
|
2019
Q3 | $1.21M | Buy |
+37,339
| New | +$1.21M | 0.02% | 337 |
|
|
2018
Q3 | – | Sell |
-90,812
| Closed | -$2.12M | – | 390 |
|
|
2018
Q2 | $2.12M | Sell |
90,812
-245,213
| -73% | -$5.72M | 0.02% | 241 |
|
|
2018
Q1 | $11.2M | Buy |
+336,025
| New | +$11.2M | 0.09% | 146 |
|
|
2017
Q1 | – | Sell |
-166,031
| Closed | -$4.7M | – | 428 |
|
|
2016
Q4 | $4.7M | Buy |
166,031
+149,095
| +880% | +$4.22M | 0.08% | 145 |
|
|
2016
Q3 | $501K | Buy |
+16,936
| New | +$501K | 0.01% | 292 |
|
|
2016
Q1 | – | Sell |
-8,207
| Closed | -$235K | – | 484 |
|
|
2015
Q4 | $235K | Buy |
+8,207
| New | +$235K | 0.01% | 214 |
|
|
2015
Q2 | – | Sell |
-21,304
| Closed | -$721K | – | 308 |
|
|
2015
Q1 | $721K | Buy |
+21,304
| New | +$721K | 0.02% | 245 |
|