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Liberty Mutual Group Asset Management’s Federated Hermes FHI Stock Holding History

Liberty Mutual Group Asset Management’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
2018
Q4 		– Sell
-18,987
Closed -$458K – 296
2018
Q3 		$458K Hold
18,987
– – 0.01% 781
2018
Q2 		$443K Buy
18,987
+308
+2% +$8.23K 0.01% 810
2018
Q1 		$624K Sell
18,679
-5,528
-23% -$188K 0.02% 611
2017
Q4 		$873K Sell
24,207
-60
-0.2% -$1.94K 0.03% 526
2017
Q3 		$721K Sell
24,267
-13,280
-35% -$373K 0.04% 596
2017
Q2 		$1.06M Sell
37,547
-4,675
-11% -$125K 0.04% 595
2017
Q1 		$1.11M Sell
42,222
-2,675
-6% -$71.6K 0.04% 595
2016
Q4 		$1.27M Buy
44,897
+1,982
+5% +$54.9K 0.05% 587
2016
Q3 		$1.27M Buy
42,915
+1,908
+5% +$59.8K 0.05% 551
2016
Q2 		$1.18M Buy
41,007
+3,417
+9% +$104K 0.04% 577
2016
Q1 		$1.08M Sell
37,590
-23,779
-39% -$626K 0.05% 556
2015
Q4 		$1.76M Buy
61,369
+20,792
+51% +$627K 0.07% 422
2015
Q3 		$1.17M Buy
40,577
+532
+1% +$17K 0.04% 827
2015
Q2 		$1.34M Buy
40,045
+7,677
+24% +$265K 0.05% 783
2015
Q1 		$1.1M Buy
32,368
+1,636
+5% +$54.3K 0.03% 839
2014
Q4 		$1.01M Sell
30,732
-303
-1% -$9.37K 0.03% 842
2014
Q3 		$911K Buy
31,035
+784
+3% +$23.5K 0.03% 880
2014
Q2 		$934K Buy
30,251
+394
+1% +$11.5K 0.03% 874
2014
Q1 		$912K Buy
29,857
+9,384
+46% +$263K 0.03% 861
2013
Q4 		$590K Sell
20,473
-8,885
-30% -$244K 0.02% 914
2013
Q3 		$797K Sell
29,358
-9,474
-24% -$269K 0.03% 697
2013
Q2 		$1.06M Buy
+38,832
New +$985K 0.04% 533

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
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
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return

Liberty Mutual Group Asset Management's FHI Position: Q4 2018 in Review

Liberty Mutual Group Asset Management sold out of Federated Hermes (FHI) in Q4 2018, closing a stake of 18,987 shares — an estimated $458K sold.

Liberty Mutual Group Asset Management first reported a position in FHI in Q2 2013 and held it in 22 quarters. The position peaked at $1.76M in Q4 2015. 284 funds tracked by Wall St. Rank hold FHI as of Q4 2018.

  • Liberty Mutual Group Asset Management reported no remaining Federated Hermes position as of Q4 2018 after selling out during the quarter.
  • Liberty Mutual Group Asset Management sold 18,987 Federated Hermes shares in Q4 2018, an estimated $458K.
  • Liberty Mutual Group Asset Management first reported a position in Federated Hermes in Q2 2013 and held it in 22 quarters.
  • Liberty Mutual Group Asset Management's Federated Hermes position peaked at $1.76M in Q4 2015.
  • 284 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2018.

Based on Liberty Mutual Group Asset Management's 13F filing for Q4 2018, filed 14 Feb 2019.