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Kula Investments’s Federated Hermes FHI Stock Holding History

Kula Investments’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
2023
Q1 		$602K Buy
15,001
+2,680
+22% +$105K 0.15% 256
2022
Q4 		$447K Buy
+12,321
New +$432K 0.13% 250

Other funds holding FHI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Kula Investments's FHI Position: Q1 2023 in Review

Kula Investments increased its Federated Hermes (FHI) stake by 22% in Q1 2023, buying an estimated $105K and bringing the position to 15,001 shares worth $602K. The position accounts for 0.15% of the portfolio, ranked #256.

Kula Investments first reported a position in FHI in Q4 2022 and has held it in 2 quarters since. 318 funds tracked by Wall St. Rank hold FHI as of Q1 2023.

  • Kula Investments held 15,001 shares of Federated Hermes worth $602K as of Q1 2023.
  • Kula Investments bought 2,680 Federated Hermes shares in Q1 2023, an estimated $105K.
  • Federated Hermes made up 0.15% of Kula Investments's portfolio in Q1 2023, its #256 holding.
  • Kula Investments first reported a position in Federated Hermes in Q4 2022 and has held it in 2 quarters since.
  • 318 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2023.

Based on Kula Investments's 13F filing for Q1 2023, filed 15 May 2023.