Prana Capital Management’s Federated Hermes FHI Stock Holding History

Prana 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
2024 Q4	–	Sell	-21,237	Closed	-$781K	–	105
2024 Q3	$781K	Buy	+21,237	New	+$727K	0.04%	81
2024 Q2	–	Sell	-36,885	Closed	-$1.33M	–	97
2024 Q1	$1.33M	Buy	36,885 +19,278	+109%	+$677K	0.06%	78
2023 Q4	$596K	Sell	17,607 -44,210	-72%	-$1.44M	0.04%	84
2023 Q3	$2.09M	Buy	61,817 +14,137	+30%	+$487K	0.13%	75
2023 Q2	$1.71M	Sell	47,680 -29,034	-38%	-$1.12M	0.11%	72
2023 Q1	$3.08M	Buy	76,714 +58,663	+325%	+$2.3M	0.26%	59
2022 Q4	$655K	Buy	+18,051	New	+$633K	0.05%	80
2021 Q4	–	Sell	-85,225	Closed	-$2.77M	–	93
2021 Q3	$2.77M	Sell	85,225 -111,736	-57%	-$3.64M	0.24%	62
2021 Q2	$6.68M	Buy	196,961 +105,991	+117%	+$3.37M	0.46%	54
2021 Q1	$2.85M	Buy	+90,970	New	+$2.67M	0.23%	62
2020 Q2	–	Sell	-26,000	Closed	-$495K	–	58
2020 Q1	$495K	Buy	+26,000	New	+$772K	0.14%	52

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

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

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

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

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return

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

Prana Capital Management's FHI Position: Q4 2024 in Review

Prana Capital Management sold out of Federated Hermes (FHI) in Q4 2024, closing a stake of 21,237 shares — an estimated $781K sold.

Prana Capital Management first reported a position in FHI in Q1 2020 and held it in 11 quarters. The position peaked at $6.68M in Q2 2021. 328 funds tracked by Wall St. Rank hold FHI as of Q4 2024.

Prana Capital Management reported no remaining Federated Hermes position as of Q4 2024 after selling out during the quarter.
Prana Capital Management sold 21,237 Federated Hermes shares in Q4 2024, an estimated $781K.
Prana Capital Management first reported a position in Federated Hermes in Q1 2020 and held it in 11 quarters.
Prana Capital Management's Federated Hermes position peaked at $6.68M in Q2 2021.
328 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2024.

Based on Prana Capital Management's 13F filing for Q4 2024, filed 14 Feb 2025.