Kelly Financial Services’s Federated Hermes FHI Stock Holding History

Kelly Financial Services’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
2024 Q3	–	Sell	-321	Closed	-$10.6K	–	309
2024 Q2	$10.6K	Hold	321	–	–	﹤0.01%	422
2024 Q1	$11.6K	Hold	321	–	–	﹤0.01%	409
2023 Q4	$10.9K	Hold	321	–	–	﹤0.01%	386
2023 Q3	$10.9K	Hold	321	–	–	0.01%	359
2023 Q2	$11.5K	Hold	321	–	–	0.01%	345
2023 Q1	$12.9K	Hold	321	–	–	0.01%	320
2022 Q4	$11.7K	Hold	321	–	–	0.01%	318
2022 Q3	$10.6K	Hold	321	–	–	0.01%	320
2022 Q2	$10.2K	Hold	321	–	–	0.01%	319
2022 Q1	$10.9K	Hold	321	–	–	﹤0.01%	330
2021 Q4	$12.1K	Hold	321	–	–	0.01%	316
2021 Q3	$10.4K	Sell	321 -10,571	-97%	-$345K	0.01%	325
2021 Q2	$321K	Buy	10,892 +10,571	+3,293%	+$337K	0.01%	235
2021 Q1	$10.1K	Hold	321	–	–	0.01%	301
2020 Q4	$9.28K	Hold	321	–	–	0.01%	282
2020 Q3	$6.91K	Hold	321	–	–	0.01%	290
2020 Q2	$7.61K	Hold	321	–	–	0.01%	284
2020 Q1	$6.12K	Hold	321	–	–	0.01%	272
2019 Q4	$10.5K	Hold	321	–	–	0.01%	228
2019 Q3	$10.4K	Hold	321	–	–	0.01%	223
2019 Q2	$10.4K	Hold	321	–	–	0.01%	218
2019 Q1	$9.41K	Buy	+321	New	+$8.91K	0.01%	229

Other funds holding FHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

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

Kelly Financial Services's FHI Position: Q3 2024 in Review

Kelly Financial Services sold out of Federated Hermes (FHI) in Q3 2024, closing a stake of 321 shares — an estimated $10.6K sold.

Kelly Financial Services first reported a position in FHI in Q1 2019 and held it in 22 quarters. The position peaked at $321K in Q2 2021. 295 funds tracked by Wall St. Rank hold FHI as of Q3 2024.

Kelly Financial Services reported no remaining Federated Hermes position as of Q3 2024 after selling out during the quarter.
Kelly Financial Services sold 321 Federated Hermes shares in Q3 2024, an estimated $10.6K.
Kelly Financial Services first reported a position in Federated Hermes in Q1 2019 and held it in 22 quarters.
Kelly Financial Services's Federated Hermes position peaked at $321K in Q2 2021.
295 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.