Loomis, Sayles & Company
FHI icon

Loomis, Sayles & Company’s Federated Hermes FHI Stock Holding History

Loomis, Sayles & Company’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
2020
Q1 		– Sell
-1,480
Closed -$48K – 746
2019
Q4 		$48K Sell
1,480
-1,359
-48% -$44.4K ﹤0.01% 679
2019
Q3 		$92K Buy
+2,839
New +$93.3K ﹤0.01% 559
2018
Q3 		– Sell
-1,679
Closed -$39K – 903
2018
Q2 		$39K Buy
1,679
+875
+109% +$23.4K ﹤0.01% 637
2018
Q1 		$27K Sell
804
-49
-6% -$1.67K ﹤0.01% 735
2017
Q4 		$31K Buy
853
+170
+25% +$5.51K ﹤0.01% 693
2017
Q3 		$20K Sell
683
-294
-30% -$8.26K ﹤0.01% 757
2017
Q2 		$28K Buy
977
+101
+12% +$2.7K ﹤0.01% 705
2017
Q1 		$23K Buy
876
+792
+943% +$21.2K ﹤0.01% 757
2016
Q4 		$2K Hold
84
– – ﹤0.01% 970
2016
Q3 		$2K Hold
84
– – ﹤0.01% 961
2016
Q2 		$2K Buy
+84
New +$2.57K ﹤0.01% 944
2016
Q1 		– Sell
-6,101
Closed -$175K – 1083
2015
Q4 		$175K Hold
6,101
– – ﹤0.01% 679
2015
Q3 		$176K Sell
6,101
-2,186
-26% -$70K ﹤0.01% 714
2015
Q2 		$278K Sell
8,287
-4,750
-36% -$164K ﹤0.01% 638
2015
Q1 		$442K Buy
13,037
+279
+2% +$9.26K ﹤0.01% 651
2014
Q4 		$420K Buy
12,758
+4,401
+53% +$136K ﹤0.01% 613
2014
Q3 		$245K Hold
8,357
– – ﹤0.01% 621
2014
Q2 		$258K Buy
8,357
+647
+8% +$18.8K ﹤0.01% 643
2014
Q1 		$235K Sell
7,710
-2,118
-22% -$59.4K ﹤0.01% 631
2013
Q4 		$283K Hold
9,828
– – ﹤0.01% 668
2013
Q3 		$267K Hold
9,828
– – ﹤0.01% 655
2013
Q2 		$269 Buy
+9,828
New +$249K ﹤0.01% 649

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Loomis, Sayles & Company's FHI Position: Q1 2020 in Review

Loomis, Sayles & Company sold out of Federated Hermes (FHI) in Q1 2020, closing a stake of 1,480 shares — an estimated $48K sold.

Loomis, Sayles & Company first reported a position in FHI in Q2 2013 and held it in 22 quarters. The position peaked at $442K in Q1 2015. 267 funds tracked by Wall St. Rank hold FHI as of Q1 2020.

  • Loomis, Sayles & Company reported no remaining Federated Hermes position as of Q1 2020 after selling out during the quarter.
  • Loomis, Sayles & Company sold 1,480 Federated Hermes shares in Q1 2020, an estimated $48K.
  • Loomis, Sayles & Company first reported a position in Federated Hermes in Q2 2013 and held it in 22 quarters.
  • Loomis, Sayles & Company's Federated Hermes position peaked at $442K in Q1 2015.
  • 267 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2020.

Based on Loomis, Sayles & Company's 13F filing for Q1 2020, filed 15 May 2020.