New Amsterdam Partners’s Federated Hermes FHI Stock Holding History

New Amsterdam 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
2019 Q1	$6.14M	Sell	209,454 -64,810	-24%	-$1.8M	2.25%	12
2018 Q4	$7.28M	Buy	274,264 +158,234	+136%	+$3.93M	2.4%	7
2018 Q3	$2.8M	Sell	116,030 -22,771	-16%	-$536K	0.72%	58
2018 Q2	$3.24M	Sell	138,801 -29,152	-17%	-$779K	0.77%	54
2018 Q1	$5.61M	Buy	+167,953	New	+$5.71M	1.23%	37
2017 Q1	–	Sell	-261,515	Closed	-$7.4M	–	126
2016 Q4	$7.4M	Sell	261,515 -28,966	-10%	-$802K	1.68%	16
2016 Q3	$8.61M	Buy	+290,481	New	+$9.1M	1.98%	10
2013 Q3	–	Sell	-87,128	Closed	-$2.39M	–	136
2013 Q2	$2.39M	Buy	+87,128	New	+$2.21M	0.13%	99

Other funds holding FHI

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

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return

SDWMA

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

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return

Fortis Advisors Wayne, Pennsylvania $214M AUM 41.3% 1-Year Est. Return

APG Asset Management Amsterdam, Netherlands $40.7B AUM 39.97% 1-Year Est. Return

New Amsterdam Partners's FHI Position: Q1 2019 in Review

New Amsterdam Partners reduced its Federated Hermes (FHI) stake by 24% in Q1 2019, selling an estimated $1.8M and leaving 209,454 shares worth $6.14M. The position accounts for 2.25% of the portfolio, ranked #12.

New Amsterdam Partners first reported a position in FHI in Q2 2013 and has held it in 8 quarters since. The position peaked at $8.61M in Q3 2016. 286 funds tracked by Wall St. Rank hold FHI as of Q1 2019.

New Amsterdam Partners held 209,454 shares of Federated Hermes worth $6.14M as of Q1 2019.
New Amsterdam Partners sold 64,810 Federated Hermes shares in Q1 2019, an estimated $1.8M.
Federated Hermes made up 2.25% of New Amsterdam Partners's portfolio in Q1 2019, its #12 holding.
New Amsterdam Partners first reported a position in Federated Hermes in Q2 2013 and has held it in 8 quarters since.
New Amsterdam Partners's Federated Hermes position peaked at $8.61M in Q3 2016.
286 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2019.

Based on New Amsterdam Partners's 13F filing for Q1 2019, filed 2 May 2019.