Neo Ivy Capital Management’s Federated Hermes FHI Stock Holding History

Neo Ivy Capital Management’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 Q2	–	Sell	-1,200	Closed	-$68.1K	–	404
2026 Q1	$68.1K	Buy	+1,200	New	+$65.7K	0.02%	292
2024 Q4	–	Sell	-1,628	Closed	-$60K	–	318
2024 Q3	$60K	Buy	+1,628	New	+$55.8K	0.02%	243
2023 Q4	$48K	Buy	1,416 +1,224	+638%	+$39.9K	0.11%	174
2023 Q3	$7K	Buy	+192	New	+$6.61K	﹤0.01%	301
2021 Q4	–	Sell	-3,107	Closed	-$74K	–	497
2021 Q3	$74K	Buy	+3,107	New	+$101K	0.08%	286
2021 Q1	–	Sell	-7,762	Closed	-$224K	–	519
2020 Q4	$224K	Buy	7,762 +4,223	+119%	+$112K	0.25%	144
2020 Q3	$76K	Buy	3,539 +432	+14%	+$10.2K	0.08%	316
2020 Q2	$74K	Sell	3,107 -556	-15%	-$12.3K	0.08%	286
2020 Q1	$70K	Buy	+3,663	New	+$109K	0.11%	262
2019 Q4	–	Sell	-20,870	Closed	-$669K	–	305
2019 Q3	$669K	Buy	+20,870	New	+$686K	0.44%	86

Other funds holding FHI

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return

Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Neo Ivy Capital Management's FHI Position: Q2 2026 in Review

Neo Ivy Capital Management sold out of Federated Hermes (FHI) in Q2 2026, closing a stake of 1,200 shares — an estimated $68.1K sold.

Neo Ivy Capital Management first reported a position in FHI in Q3 2019 and held it in 10 quarters. The position peaked at $669K in Q3 2019. 391 funds tracked by Wall St. Rank hold FHI as of Q2 2026.

Neo Ivy Capital Management reported no remaining Federated Hermes position as of Q2 2026 after selling out during the quarter.
Neo Ivy Capital Management sold 1,200 Federated Hermes shares in Q2 2026, an estimated $68.1K.
Neo Ivy Capital Management first reported a position in Federated Hermes in Q3 2019 and held it in 10 quarters.
Neo Ivy Capital Management's Federated Hermes position peaked at $669K in Q3 2019.
391 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2026.

Based on Neo Ivy Capital Management's 13F filing for Q2 2026, filed 14 Aug 2026.