Matthew Hamilton Rosenberg’s Federated Hermes FHI Stock Holding History

Matthew Hamilton Rosenberg’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
2026 Q1	$7.88K	Hold	139	–	–	﹤0.01%	645
2025 Q4	$7.24K	Hold	139	–	–	﹤0.01%	664
2025 Q3	$7.22K	Hold	139	–	–	﹤0.01%	663
2025 Q2	$6.16K	Hold	139	–	–	﹤0.01%	708
2025 Q1	$5.67K	Hold	139	–	–	﹤0.01%	690
2024 Q4	$5.71K	Hold	139	–	–	﹤0.01%	681
2024 Q3	$5.11K	Hold	139	–	–	﹤0.01%	693
2024 Q2	$4.55K	Hold	139	–	–	﹤0.01%	669
2024 Q1	$5.02K	Hold	139	–	–	﹤0.01%	704
2023 Q4	$4.71K	Hold	139	–	–	﹤0.01%	710
2023 Q3	$4.71K	Hold	139	–	–	﹤0.01%	693
2023 Q2	$4.98K	Hold	139	–	–	﹤0.01%	689
2023 Q1	$5.58K	Hold	139	–	–	﹤0.01%	724
2022 Q4	$5.05K	Hold	139	–	–	﹤0.01%	719
2022 Q3	$5K	Hold	139	–	–	﹤0.01%	711
2022 Q2	$4K	Hold	139	–	–	﹤0.01%	708
2022 Q1	$5K	Hold	139	–	–	﹤0.01%	675
2021 Q4	$5K	Hold	139	–	–	﹤0.01%	647
2021 Q3	$5K	Hold	139	–	–	﹤0.01%	627
2021 Q2	$5K	Hold	139	–	–	﹤0.01%	549
2021 Q1	$4K	Hold	139	–	–	﹤0.01%	530
2020 Q4	$4K	Hold	139	–	–	﹤0.01%	515
2020 Q3	$3K	Hold	139	–	–	﹤0.01%	508
2020 Q2	$3K	Buy	+139	New	+$3.08K	﹤0.01%	526

Other funds holding FHI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 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

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