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Navellier & Associates’s Federated Hermes FHI Stock Holding History

Navellier & Associates’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
2019
Q3 		– Sell
-6,480
Closed -$211K – 280
2019
Q2 		$211K Buy
+6,480
New +$205K 0.03% 249

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
APG Asset Management
APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 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
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return

Navellier & Associates's FHI Position: Q3 2019 in Review

Navellier & Associates sold out of Federated Hermes (FHI) in Q3 2019, closing a stake of 6,480 shares — an estimated $211K sold.

Navellier & Associates first reported a position in FHI in Q2 2019 and held it in 1 quarter. The position peaked at $211K in Q2 2019. 303 funds tracked by Wall St. Rank hold FHI as of Q3 2019.

  • Navellier & Associates reported no remaining Federated Hermes position as of Q3 2019 after selling out during the quarter.
  • Navellier & Associates sold 6,480 Federated Hermes shares in Q3 2019, an estimated $211K.
  • Navellier & Associates first reported a position in Federated Hermes in Q2 2019 and held it in 1 quarter.
  • Navellier & Associates's Federated Hermes position peaked at $211K in Q2 2019.
  • 303 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2019.

Based on Navellier & Associates's 13F filing for Q3 2019, filed 16 Oct 2019.