Lido Advisors
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Lido Advisors’s Federated Hermes FHI Stock Holding History

Lido Advisors’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
Q4 		– Sell
-15,610
Closed -$516K – 1048
2022
Q3 		$516K Buy
+15,610
New +$533K 0.01% 539
2021
Q4 		– Sell
-15,782
Closed -$512K – 1006
2021
Q3 		$512K Buy
+15,782
New +$515K 0.01% 587

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Lido Advisors's FHI Position: Q4 2022 in Review

Lido Advisors sold out of Federated Hermes (FHI) in Q4 2022, closing a stake of 15,610 shares — an estimated $516K sold.

Lido Advisors first reported a position in FHI in Q3 2021 and held it in 2 quarters. The position peaked at $516K in Q3 2022. 312 funds tracked by Wall St. Rank hold FHI as of Q4 2022.

  • Lido Advisors reported no remaining Federated Hermes position as of Q4 2022 after selling out during the quarter.
  • Lido Advisors sold 15,610 Federated Hermes shares in Q4 2022, an estimated $516K.
  • Lido Advisors first reported a position in Federated Hermes in Q3 2021 and held it in 2 quarters.
  • Lido Advisors's Federated Hermes position peaked at $516K in Q3 2022.
  • 312 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2022.

Based on Lido Advisors's 13F filing for Q4 2022, filed 14 Feb 2023.