Montag & Associates’s Federated Hermes FHI Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2014
Q3
Sell
-26,783
Closed -$828K 241
2014
Q2
$828K Hold
26,783
0.14% 158
2014
Q1
$818K Buy
+26,783
New +$818K 0.14% 144