Kaizen Advisory’s Federated Hermes FHI Stock Holding History

Kaizen Advisory’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
2018 Q4	$988K	Sell	37,192 -7,190	-16%	-$179K	0.69%	12
2018 Q3	$1.07M	Buy	+44,382	New	+$1.04M	0.56%	38
2018 Q1	–	Sell	-38,509	Closed	-$1.39M	–	593
2017 Q4	$1.39M	Buy	+38,509	New	+$1.25M	0.83%	23

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

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

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

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return

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

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

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return

Kaizen Advisory's FHI Position: Q4 2018 in Review

Kaizen Advisory reduced its Federated Hermes (FHI) stake by 16% in Q4 2018, selling an estimated $179K and leaving 37,192 shares worth $988K. The position accounts for 0.69% of the portfolio, ranked #12.

Kaizen Advisory first reported a position in FHI in Q4 2017 and has held it in 3 quarters since. The position peaked at $1.39M in Q4 2017. 284 funds tracked by Wall St. Rank hold FHI as of Q4 2018.

Kaizen Advisory held 37,192 shares of Federated Hermes worth $988K as of Q4 2018.
Kaizen Advisory sold 7,190 Federated Hermes shares in Q4 2018, an estimated $179K.
Federated Hermes made up 0.69% of Kaizen Advisory's portfolio in Q4 2018, its #12 holding.
Kaizen Advisory first reported a position in Federated Hermes in Q4 2017 and has held it in 3 quarters since.
Kaizen Advisory's Federated Hermes position peaked at $1.39M in Q4 2017.
284 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2018.

Based on Kaizen Advisory's 13F filing for Q4 2018, filed 15 Feb 2019.