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Piermont Capital Management’s Federated Hermes FHI Stock Holding History

Piermont 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
2018
Q4 		– Sell
-73,307
Closed -$1.77M – 114
2018
Q3 		$1.77M Sell
73,307
-5,720
-7% -$135K 0.71% 79
2018
Q2 		$1.84M Buy
79,027
+4,660
+6% +$125K 0.56% 89
2018
Q1 		$2.48M Buy
74,367
+1,630
+2% +$55.4K 0.83% 31
2017
Q4 		$2.62M Buy
+72,737
New +$2.36M 0.86% 28

Other funds holding FHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $62.7B AUM 37.65% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $609B AUM 40.19% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $141B AUM 34.18% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Piermont Capital Management's FHI Position: Q4 2018 in Review

Piermont Capital Management sold out of Federated Hermes (FHI) in Q4 2018, closing a stake of 73,307 shares — an estimated $1.77M sold.

Piermont Capital Management first reported a position in FHI in Q4 2017 and held it in 4 quarters. The position peaked at $2.62M in Q4 2017. 284 funds tracked by Wall St. Rank hold FHI as of Q4 2018.

  • Piermont Capital Management reported no remaining Federated Hermes position as of Q4 2018 after selling out during the quarter.
  • Piermont Capital Management sold 73,307 Federated Hermes shares in Q4 2018, an estimated $1.77M.
  • Piermont Capital Management first reported a position in Federated Hermes in Q4 2017 and held it in 4 quarters.
  • Piermont Capital Management's Federated Hermes position peaked at $2.62M in Q4 2017.
  • 284 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2018.

Based on Piermont Capital Management's 13F filing for Q4 2018, filed 13 Feb 2019.