Linden Thomas Advisory Services’s Federated Hermes FHI Stock Holding History

Linden Thomas Advisory Services’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
2023 Q2	–	Sell	-40,913	Closed	-$1.64M	–	377
2023 Q1	$1.64M	Buy	40,913 +2,696	+7%	+$106K	0.41%	74
2022 Q4	$1.39M	Buy	+38,217	New	+$1.34M	0.39%	93

Other funds holding FHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

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

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

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

Linden Thomas Advisory Services's FHI Position: Q2 2023 in Review

Linden Thomas Advisory Services sold out of Federated Hermes (FHI) in Q2 2023, closing a stake of 40,913 shares — an estimated $1.64M sold.

Linden Thomas Advisory Services first reported a position in FHI in Q4 2022 and held it in 2 quarters. The position peaked at $1.64M in Q1 2023. 339 funds tracked by Wall St. Rank hold FHI as of Q2 2023.

Linden Thomas Advisory Services reported no remaining Federated Hermes position as of Q2 2023 after selling out during the quarter.
Linden Thomas Advisory Services sold 40,913 Federated Hermes shares in Q2 2023, an estimated $1.64M.
Linden Thomas Advisory Services first reported a position in Federated Hermes in Q4 2022 and held it in 2 quarters.
Linden Thomas Advisory Services's Federated Hermes position peaked at $1.64M in Q1 2023.
339 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2023.

Based on Linden Thomas Advisory Services's 13F filing for Q2 2023, filed 27 Jul 2023.