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Lokken Investment Group’s Federated Hermes FHI Stock Holding History

Lokken Investment Group’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
Q2 		– Sell
-11,440
Closed -$326K – 119
2022
Q1 		$326K Hold
11,440
– – 0.26% 95
2021
Q4 		$430K Hold
11,440
– – 0.31% 67
2021
Q3 		$372K Hold
11,440
– – 0.29% 78
2021
Q2 		$388K Buy
11,440
+1,611
+16% +$51.3K 0.32% 77
2021
Q1 		$308K Buy
+9,829
New +$289K 0.27% 84

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
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 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
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Lokken Investment Group's FHI Position: Q2 2022 in Review

Lokken Investment Group sold out of Federated Hermes (FHI) in Q2 2022, closing a stake of 11,440 shares — an estimated $326K sold.

Lokken Investment Group first reported a position in FHI in Q1 2021 and held it in 5 quarters. The position peaked at $430K in Q4 2021. 258 funds tracked by Wall St. Rank hold FHI as of Q2 2022.

  • Lokken Investment Group reported no remaining Federated Hermes position as of Q2 2022 after selling out during the quarter.
  • Lokken Investment Group sold 11,440 Federated Hermes shares in Q2 2022, an estimated $326K.
  • Lokken Investment Group first reported a position in Federated Hermes in Q1 2021 and held it in 5 quarters.
  • Lokken Investment Group's Federated Hermes position peaked at $430K in Q4 2021.
  • 258 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2022.

Based on Lokken Investment Group's 13F filing for Q2 2022, filed 8 Aug 2022.