Lee Financial’s Federated Hermes FHI Stock Holding History

Lee Financial’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
2022 Q3	–	Sell	-5	Closed	–	–	876
2022 Q2	$0	Buy	+5	New	+$158	﹤0.01%	895
2017 Q3	–	Sell	-67	Closed	-$2K	–	495
2017 Q2	$2K	Buy	+67	New	+$1.79K	﹤0.01%	462

Other funds holding FHI

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

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

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

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Lee Financial's FHI Position: Q3 2022 in Review

Lee Financial sold out of Federated Hermes (FHI) in Q3 2022, closing a stake of 5 shares.

Lee Financial first reported a position in FHI in Q2 2017 and held it in 2 quarters. The position peaked at $2K in Q2 2017. 279 funds tracked by Wall St. Rank hold FHI as of Q3 2022.

Lee Financial reported no remaining Federated Hermes position as of Q3 2022 after selling out during the quarter.
Lee Financial sold 5 Federated Hermes shares in Q3 2022.
Lee Financial first reported a position in Federated Hermes in Q2 2017 and held it in 2 quarters.
Lee Financial's Federated Hermes position peaked at $2K in Q2 2017.
279 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2022.

Based on Lee Financial's 13F filing for Q3 2022, filed 2 Nov 2022.