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Landmark Bank’s Federated Hermes FHI Stock Holding History

Landmark Bank’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
2019
Q4 		$351K Sell
10,779
-167
-2% -$5.45K 0.08% 66
2019
Q3 		$355K Sell
10,946
-254
-2% -$8.34K 0.23% 66
2019
Q2 		$364K Buy
11,200
+70
+0.6% +$2.21K 0.24% 61
2019
Q1 		$326K Sell
11,130
-1,748
-14% -$48.5K 0.22% 67
2018
Q4 		$342K Buy
12,878
+3,355
+35% +$83.3K 0.25% 64
2018
Q3 		$229K Sell
9,523
-490
-5% -$11.5K 0.14% 87
2018
Q2 		$233K Buy
+10,013
New +$268K 0.15% 85

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
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Landmark Bank's FHI Position: Q4 2019 in Review

Landmark Bank reduced its Federated Hermes (FHI) stake by 1.5% in Q4 2019, selling an estimated $5.45K and leaving 10,779 shares worth $351K. The position accounts for 0.08% of the portfolio, ranked #66.

Landmark Bank first reported a position in FHI in Q2 2018 and has held it in 7 quarters since. The position peaked at $364K in Q2 2019. 310 funds tracked by Wall St. Rank hold FHI as of Q4 2019.

  • Landmark Bank held 10,779 shares of Federated Hermes worth $351K as of Q4 2019.
  • Landmark Bank sold 167 Federated Hermes shares in Q4 2019, an estimated $5.45K.
  • Federated Hermes made up 0.08% of Landmark Bank's portfolio in Q4 2019, its #66 holding.
  • Landmark Bank first reported a position in Federated Hermes in Q2 2018 and has held it in 7 quarters since.
  • Landmark Bank's Federated Hermes position peaked at $364K in Q2 2019.
  • 310 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2019.

Based on Landmark Bank's 13F filing for Q4 2019, filed 12 Feb 2020.