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Ranch Capital Advisors’s Federated Hermes FHI Stock Holding History

Ranch Capital Advisors’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
2023
Q4 		– Sell
-29,898
Closed -$1.01M – 151
2023
Q3 		$1.01M Buy
29,898
+42
+0.1% +$1.45K 0.71% 42
2023
Q2 		$1.07M Sell
29,856
-137
-0.5% -$5.29K 0.75% 41
2023
Q1 		$1.2M Buy
29,993
+2,668
+10% +$105K 0.88% 33
2022
Q4 		$992K Buy
27,325
+7,971
+41% +$280K 0.78% 39
2022
Q3 		$641K Buy
+19,354
New +$660K 0.52% 65

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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Ranch Capital Advisors's FHI Position: Q4 2023 in Review

Ranch Capital Advisors sold out of Federated Hermes (FHI) in Q4 2023, closing a stake of 29,898 shares — an estimated $1.01M sold.

Ranch Capital Advisors first reported a position in FHI in Q3 2022 and held it in 5 quarters. The position peaked at $1.2M in Q1 2023. 322 funds tracked by Wall St. Rank hold FHI as of Q4 2023.

  • Ranch Capital Advisors reported no remaining Federated Hermes position as of Q4 2023 after selling out during the quarter.
  • Ranch Capital Advisors sold 29,898 Federated Hermes shares in Q4 2023, an estimated $1.01M.
  • Ranch Capital Advisors first reported a position in Federated Hermes in Q3 2022 and held it in 5 quarters.
  • Ranch Capital Advisors's Federated Hermes position peaked at $1.2M in Q1 2023.
  • 322 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2023.

Based on Ranch Capital Advisors's 13F filing for Q4 2023, filed 14 Feb 2024.