Jupiter Investment Management’s Federated Hermes FHI Stock Holding History

Jupiter 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
2020 Q2	–	Sell	-23,479	Closed	-$447K	–	424
2020 Q1	$447K	Sell	23,479 -10,361	-31%	-$308K	0.01%	290
2019 Q4	$1.1M	Sell	33,840 -3,499	-9%	-$114K	0.02%	317
2019 Q3	$1.21M	Buy	+37,339	New	+$1.23M	0.02%	337
2018 Q3	–	Sell	-90,812	Closed	-$2.12M	–	390
2018 Q2	$2.12M	Sell	90,812 -245,213	-73%	-$6.55M	0.02%	241
2018 Q1	$11.2M	Buy	+336,025	New	+$11.4M	0.09%	146
2017 Q1	–	Sell	-166,031	Closed	-$4.7M	–	428
2016 Q4	$4.7M	Buy	166,031 +149,095	+880%	+$4.13M	0.08%	145
2016 Q3	$501K	Buy	+16,936	New	+$530K	0.01%	292
2016 Q1	–	Sell	-8,207	Closed	-$235K	–	484
2015 Q4	$235K	Buy	+8,207	New	+$248K	0.01%	214
2015 Q2	–	Sell	-21,304	Closed	-$721K	–	308
2015 Q1	$721K	Buy	+21,304	New	+$707K	0.02%	245

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

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

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

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

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Jupiter Investment Management's FHI Position: Q2 2020 in Review

Jupiter Investment Management sold out of Federated Hermes (FHI) in Q2 2020, closing a stake of 23,479 shares — an estimated $447K sold.

Jupiter Investment Management first reported a position in FHI in Q1 2015 and held it in 9 quarters. The position peaked at $11.2M in Q1 2018. 274 funds tracked by Wall St. Rank hold FHI as of Q2 2020.

Jupiter Investment Management reported no remaining Federated Hermes position as of Q2 2020 after selling out during the quarter.
Jupiter Investment Management sold 23,479 Federated Hermes shares in Q2 2020, an estimated $447K.
Jupiter Investment Management first reported a position in Federated Hermes in Q1 2015 and held it in 9 quarters.
Jupiter Investment Management's Federated Hermes position peaked at $11.2M in Q1 2018.
274 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2020.

Based on Jupiter Investment Management's 13F filing for Q2 2020, filed 13 Jul 2020.