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Phase 2 Partners’s Federated Hermes FHI Stock Holding History

Phase 2 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
Q4 		$4.52M Buy
+109,981
New +$4.44M 3.39% 15
2024
Q2 		– Sell
-224,165
Closed -$8.1M – 34
2024
Q1 		$8.1M Buy
+224,165
New +$7.88M 4.23% 10
2022
Q4 		– Sell
-271,913
Closed -$9.01M – 21
2022
Q3 		$9.01M Buy
+271,913
New +$9.28M 4.28% 8

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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Phase 2 Partners's FHI Position: Q4 2024 in Review

Phase 2 Partners opened a new position in Federated Hermes (FHI) in Q4 2024: 109,981 shares worth $4.52M. The stake represents 3.39% of the portfolio and ranks #15 among its holdings. This is a return to the name: Phase 2 Partners previously reported a position in FHI as recently as Q1 2024.

Phase 2 Partners first reported a position in FHI in Q3 2022 and has held it in 3 quarters since. The position peaked at $9.01M in Q3 2022. 328 funds tracked by Wall St. Rank hold FHI as of Q4 2024.

  • Phase 2 Partners held 109,981 shares of Federated Hermes worth $4.52M as of Q4 2024.
  • Federated Hermes was a new Phase 2 Partners position in Q4 2024.
  • Federated Hermes made up 3.39% of Phase 2 Partners's portfolio in Q4 2024, its #15 holding.
  • Phase 2 Partners first reported a position in Federated Hermes in Q3 2022 and has held it in 3 quarters since.
  • Phase 2 Partners's Federated Hermes position peaked at $9.01M in Q3 2022.
  • 328 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2024.

Based on Phase 2 Partners's 13F filing for Q4 2024, filed 14 Feb 2025.