Moody Aldrich Partners’s Federated Hermes FHI Stock Holding History

Moody Aldrich Partners’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
2022 Q2	–	Sell	-51,937	Closed	-$1.77M	–	150
2022 Q1	$1.77M	Hold	51,937	–	–	0.25%	91
2021 Q4	$1.95M	Hold	51,937	–	–	0.27%	94
2021 Q3	$1.69M	Hold	51,937	–	–	0.21%	100
2021 Q2	$1.76M	Buy	51,937 +15,239	+42%	+$485K	0.25%	100
2021 Q1	$1.15M	Buy	+36,698	New	+$1.08M	0.17%	114
2020 Q1	–	Sell	-12,371	Closed	-$403K	–	145
2019 Q4	$403K	Hold	12,371	–	–	0.08%	121
2019 Q3	$401K	Hold	12,371	–	–	0.11%	108
2019 Q2	$402K	Buy	+12,371	New	+$391K	0.1%	105

Other funds holding FHI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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 Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

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

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

BAM

Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

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

Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return

Moody Aldrich Partners's FHI Position: Q2 2022 in Review

Moody Aldrich Partners sold out of Federated Hermes (FHI) in Q2 2022, closing a stake of 51,937 shares — an estimated $1.77M sold.

Moody Aldrich Partners first reported a position in FHI in Q2 2019 and held it in 8 quarters. The position peaked at $1.95M in Q4 2021. 258 funds tracked by Wall St. Rank hold FHI as of Q2 2022.

Moody Aldrich Partners reported no remaining Federated Hermes position as of Q2 2022 after selling out during the quarter.
Moody Aldrich Partners sold 51,937 Federated Hermes shares in Q2 2022, an estimated $1.77M.
Moody Aldrich Partners first reported a position in Federated Hermes in Q2 2019 and held it in 8 quarters.
Moody Aldrich Partners's Federated Hermes position peaked at $1.95M in Q4 2021.
258 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2022.

Based on Moody Aldrich Partners's 13F filing for Q2 2022, filed 18 Jul 2022.