LMR Partners’s Federated Hermes FHI Stock Holding History

LMR Partners’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
2019 Q3	–	Sell	-16,905	Closed	-$549K	–	453
2019 Q2	$549K	Buy	+16,905	New	+$534K	0.02%	296
2016 Q3	–	Sell	-24,346	Closed	-$701K	–	385
2016 Q2	$701K	Buy	+24,346	New	+$744K	0.11%	241
2015 Q3	–	Sell	-12,607	Closed	-$423K	–	370
2015 Q2	$423K	Buy	12,607 +2,302	+22%	+$79.4K	0.05%	326
2015 Q1	$349K	Buy	10,305 +1,425	+16%	+$47.3K	0.05%	321
2014 Q4	$292K	Buy	+8,880	New	+$275K	0.04%	330
2014 Q3	–	Sell	-17,707	Closed	-$548K	–	376
2014 Q2	$548K	Buy	+17,707	New	+$515K	0.05%	292

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

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

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

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

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return

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

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

Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return

LMR Partners's FHI Position: Q3 2019 in Review

LMR Partners sold out of Federated Hermes (FHI) in Q3 2019, closing a stake of 16,905 shares — an estimated $549K sold.

LMR Partners first reported a position in FHI in Q2 2014 and held it in 6 quarters. The position peaked at $701K in Q2 2016. 303 funds tracked by Wall St. Rank hold FHI as of Q3 2019.

LMR Partners reported no remaining Federated Hermes position as of Q3 2019 after selling out during the quarter.
LMR Partners sold 16,905 Federated Hermes shares in Q3 2019, an estimated $549K.
LMR Partners first reported a position in Federated Hermes in Q2 2014 and held it in 6 quarters.
LMR Partners's Federated Hermes position peaked at $701K in Q2 2016.
303 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2019.

Based on LMR Partners's 13F filing for Q3 2019, filed 14 Nov 2019.