Mather Group’s Federated Hermes FHI Stock Holding History

Mather 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
2024 Q3	–	Sell	-1,300	Closed	-$47K	–	1867
2024 Q2	$47K	Buy	+1,300	New	+$43.6K	﹤0.01%	1014

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

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

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

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

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Mather Group's FHI Position: Q3 2024 in Review

Mather Group sold out of Federated Hermes (FHI) in Q3 2024, closing a stake of 1,300 shares — an estimated $47K sold.

Mather Group first reported a position in FHI in Q2 2024 and held it in 1 quarter. The position peaked at $47K in Q2 2024. 295 funds tracked by Wall St. Rank hold FHI as of Q3 2024.

Mather Group reported no remaining Federated Hermes position as of Q3 2024 after selling out during the quarter.
Mather Group sold 1,300 Federated Hermes shares in Q3 2024, an estimated $47K.
Mather Group first reported a position in Federated Hermes in Q2 2024 and held it in 1 quarter.
Mather Group's Federated Hermes position peaked at $47K in Q2 2024.
295 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2024.

Based on Mather Group's 13F filing for Q3 2024, filed 7 Oct 2024.