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Maverick Capital’s Federated Hermes FHI Stock Holding History

Maverick Capital’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
Q3 		– Sell
-33,903
Closed -$804K – 616
2020
Q2 		$804K Buy
33,903
+3,131
+10% +$69.3K 0.02% 372
2020
Q1 		$586K Buy
+30,772
New +$913K 0.01% 372

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
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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Maverick Capital's FHI Position: Q3 2020 in Review

Maverick Capital sold out of Federated Hermes (FHI) in Q3 2020, closing a stake of 33,903 shares — an estimated $804K sold.

Maverick Capital first reported a position in FHI in Q1 2020 and held it in 2 quarters. The position peaked at $804K in Q2 2020. 276 funds tracked by Wall St. Rank hold FHI as of Q3 2020.

  • Maverick Capital reported no remaining Federated Hermes position as of Q3 2020 after selling out during the quarter.
  • Maverick Capital sold 33,903 Federated Hermes shares in Q3 2020, an estimated $804K.
  • Maverick Capital first reported a position in Federated Hermes in Q1 2020 and held it in 2 quarters.
  • Maverick Capital's Federated Hermes position peaked at $804K in Q2 2020.
  • 276 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2020.

Based on Maverick Capital's 13F filing for Q3 2020, filed 16 Nov 2020.