Kayne Anderson Rudnick Investment Management
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Kayne Anderson Rudnick Investment Management’s Federated Hermes FHI Stock Holding History

Kayne Anderson Rudnick 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
2017
Q1 		– Sell
-271,574
Closed -$7.68M – 338
2016
Q4 		$7.68M Sell
271,574
-20,367
-7% -$564K 0.09% 180
2016
Q3 		$8.65M Buy
291,941
+226,034
+343% +$7.08M 0.11% 174
2016
Q2 		$1.9M Buy
65,907
+1,600
+2% +$48.9K 0.03% 241
2016
Q1 		$1.85M Buy
64,307
+4,316
+7% +$114K 0.03% 232
2015
Q4 		$1.72M Sell
59,991
-5,995
-9% -$181K 0.03% 235
2015
Q3 		$1.91M Buy
65,986
+10,120
+18% +$324K 0.03% 212
2015
Q2 		$1.87M Buy
55,866
+7,309
+15% +$252K 0.03% 221
2015
Q1 		$1.65M Buy
48,557
+10,937
+29% +$363K 0.03% 227
2014
Q4 		$1.24M Sell
37,620
-1,042,316
-97% -$32.2M 0.02% 242
2014
Q3 		$31.7M Sell
1,079,936
-838,127
-44% -$25.1M 0.57% 51
2014
Q2 		$59.3M Sell
1,918,063
-1,348,779
-41% -$39.2M 1.01% 32
2014
Q1 		$99.8M Sell
3,266,842
-2,431
-0.1% -$68.1K 1.74% 11
2013
Q4 		$94.2M Buy
3,269,273
+245,955
+8% +$6.75M 1.58% 13
2013
Q3 		$82.1M Buy
3,023,318
+192,923
+7% +$5.49M 1.54% 16
2013
Q2 		$77.6M Buy
+2,830,395
New +$71.8M 1.57% 17

Other funds holding FHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
RA
Royce & Associates New York $10.1B AUM 42.88% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return

Kayne Anderson Rudnick Investment Management's FHI Position: Q1 2017 in Review

Kayne Anderson Rudnick Investment Management sold out of Federated Hermes (FHI) in Q1 2017, closing a stake of 271,574 shares — an estimated $7.68M sold.

Kayne Anderson Rudnick Investment Management first reported a position in FHI in Q2 2013 and held it in 15 quarters. The position peaked at $99.8M in Q1 2014. 296 funds tracked by Wall St. Rank hold FHI as of Q1 2017.

  • Kayne Anderson Rudnick Investment Management reported no remaining Federated Hermes position as of Q1 2017 after selling out during the quarter.
  • Kayne Anderson Rudnick Investment Management sold 271,574 Federated Hermes shares in Q1 2017, an estimated $7.68M.
  • Kayne Anderson Rudnick Investment Management first reported a position in Federated Hermes in Q2 2013 and held it in 15 quarters.
  • Kayne Anderson Rudnick Investment Management's Federated Hermes position peaked at $99.8M in Q1 2014.
  • 296 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2017.

Based on Kayne Anderson Rudnick Investment Management's 13F filing for Q1 2017, filed 8 May 2017.