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Maltese Capital Management’s Federated Hermes FHI Stock Holding History

Maltese Capital Management’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
2024
Q2 		– Sell
-72,600
Closed -$2.62M – 96
2024
Q1 		$2.62M Sell
72,600
-11,800
-14% -$415K 0.51% 52
2023
Q4 		$2.86M Sell
84,400
-19,100
-18% -$622K 0.81% 39
2023
Q3 		$3.51M Sell
103,500
-5,200
-5% -$179K 1.33% 26
2023
Q2 		$3.9M Buy
+108,700
New +$4.2M 1.35% 24

Other funds holding FHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Maltese Capital Management's FHI Position: Q2 2024 in Review

Maltese Capital Management sold out of Federated Hermes (FHI) in Q2 2024, closing a stake of 72,600 shares — an estimated $2.62M sold.

Maltese Capital Management first reported a position in FHI in Q2 2023 and held it in 4 quarters. The position peaked at $3.9M in Q2 2023. 310 funds tracked by Wall St. Rank hold FHI as of Q2 2024.

  • Maltese Capital Management reported no remaining Federated Hermes position as of Q2 2024 after selling out during the quarter.
  • Maltese Capital Management sold 72,600 Federated Hermes shares in Q2 2024, an estimated $2.62M.
  • Maltese Capital Management first reported a position in Federated Hermes in Q2 2023 and held it in 4 quarters.
  • Maltese Capital Management's Federated Hermes position peaked at $3.9M in Q2 2023.
  • 310 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2024.

Based on Maltese Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.