New York Life Investment Management’s Federated Hermes FHI Stock Holding History

New York Life Investment 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
2024 Q2	–	Sell	-10,000	Closed	-$361K	–	1028
2024 Q1	$361K	Buy	10,000 +1,329	+15%	+$46.7K	﹤0.01%	1188
2023 Q4	$294K	Sell	8,671 -199	-2%	-$6.48K	﹤0.01%	1226
2023 Q3	$300K	Sell	8,870 -1,407	-14%	-$48.5K	﹤0.01%	1154
2023 Q2	$368K	Sell	10,277 -1,486	-13%	-$57.4K	﹤0.01%	1113
2023 Q1	$472K	Sell	11,763 -4,892	-29%	-$192K	0.01%	1052
2022 Q4	$605K	Buy	16,655 +1,787	+12%	+$62.7K	0.01%	765
2022 Q3	$492K	Buy	14,868 +1,176	+9%	+$40.1K	0.01%	757
2022 Q2	$435K	Buy	+13,692	New	+$434K	0.01%	840

Other funds holding FHI

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

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

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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

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

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

New York Life Investment Management's FHI Position: Q2 2024 in Review

New York Life Investment Management sold out of Federated Hermes (FHI) in Q2 2024, closing a stake of 10,000 shares — an estimated $361K sold.

New York Life Investment Management first reported a position in FHI in Q2 2022 and held it in 8 quarters. The position peaked at $605K in Q4 2022. 310 funds tracked by Wall St. Rank hold FHI as of Q2 2024.

New York Life Investment Management reported no remaining Federated Hermes position as of Q2 2024 after selling out during the quarter.
New York Life Investment Management sold 10,000 Federated Hermes shares in Q2 2024, an estimated $361K.
New York Life Investment Management first reported a position in Federated Hermes in Q2 2022 and held it in 8 quarters.
New York Life Investment Management's Federated Hermes position peaked at $605K in Q4 2022.
310 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2024.

Based on New York Life Investment Management's 13F filing for Q2 2024, filed 5 Aug 2024.