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Lee Ainslie’s Federated Hermes FHI Stock Holding History

Lee Ainslie’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
2020
Q3 		– Sell
-33,903
Closed -$804K – 616
2020
Q2 		$804K Buy
33,903
+3,131
+10% +$69.3K 0.02% 372
2020
Q1 		$586K Buy
+30,772
New +$913K 0.01% 372

Other funds holding FHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 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 $1.06B AUM 19.96% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 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 $552B AUM 44.19% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Lee Ainslie's FHI Position: Q3 2020 in Review

Lee Ainslie sold out of Federated Hermes (FHI) in Q3 2020, closing a stake of 33,903 shares — an estimated $804K sold.

Lee Ainslie first reported a position in FHI in Q1 2020 and held it in 2 quarters. The position peaked at $804K in Q2 2020. 276 funds tracked by Wall St. Rank hold FHI as of Q3 2020.

  • Lee Ainslie reported no remaining Federated Hermes position as of Q3 2020 after selling out during the quarter.
  • Lee Ainslie sold 33,903 Federated Hermes shares in Q3 2020, an estimated $804K.
  • Lee Ainslie first reported a position in Federated Hermes in Q1 2020 and held it in 2 quarters.
  • Lee Ainslie's Federated Hermes position peaked at $804K in Q2 2020.
  • 276 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2020.

Based on Maverick Capital's 13F filing for Q3 2020, filed 16 Nov 2020.