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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
2025
Q4 		– Sell
-50,000
Closed -$2.6M – 123
2025
Q3 		$2.6M Buy
+50,000
New +$2.54M 0.09% 80
2022
Q2 		– Sell
-80,000
Closed -$2.73M – 95
2022
Q1 		$2.73M Buy
+80,000
New +$2.72M 0.22% 53

Other funds holding FHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Invesco
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
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.