PDT Partners’s Federated Hermes FHI Stock Holding History

PDT 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
2024 Q3	–	Sell	-29,370	Closed	-$966K	–	756
2024 Q2	$966K	Buy	+29,370	New	+$985K	0.09%	339
2023 Q1	–	Sell	-46,377	Closed	-$1.68M	–	621
2022 Q4	$1.68M	Buy	+46,377	New	+$1.63M	0.27%	111
2020 Q4	–	Sell	-19,835	Closed	-$427K	–	742
2020 Q3	$427K	Sell	19,835 -14,233	-42%	-$338K	0.03%	478
2020 Q2	$807K	Sell	34,068 -13,791	-29%	-$305K	0.05%	316
2020 Q1	$912K	Buy	+47,859	New	+$1.42M	0.07%	239
2015 Q3	–	Sell	-21,277	Closed	-$713K	–	1360
2015 Q2	$713K	Buy	+21,277	New	+$733K	0.02%	850
2014 Q2	–	Sell	-7,000	Closed	-$214K	–	1469
2014 Q1	$214K	Sell	7,000 -300	-4%	-$8.41K	0.01%	1221
2013 Q4	$210K	Sell	7,300 -34,026	-82%	-$933K	0.03%	587
2013 Q3	$1.12M	Buy	+41,326	New	+$1.18M	0.03%	724

Other funds holding FHI

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

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

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

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

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

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

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

PDT Partners's FHI Position: Q3 2024 in Review

PDT Partners sold out of Federated Hermes (FHI) in Q3 2024, closing a stake of 29,370 shares — an estimated $966K sold.

PDT Partners first reported a position in FHI in Q3 2013 and held it in 9 quarters. The position peaked at $1.68M in Q4 2022. 295 funds tracked by Wall St. Rank hold FHI as of Q3 2024.

PDT Partners reported no remaining Federated Hermes position as of Q3 2024 after selling out during the quarter.
PDT Partners sold 29,370 Federated Hermes shares in Q3 2024, an estimated $966K.
PDT Partners first reported a position in Federated Hermes in Q3 2013 and held it in 9 quarters.
PDT Partners's Federated Hermes position peaked at $1.68M in Q4 2022.
295 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2024.

Based on PDT Partners's 13F filing for Q3 2024, filed 14 Nov 2024.