Ray Dalio’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $7.06M | Buy |
159,371
+41,366
| +35% | +$1.83M | 0.03% | 297 |
|
|
2025
Q1 | $4.81M | Buy |
118,005
+5,618
| +5% | +$229K | 0.02% | 364 |
|
|
2024
Q4 | $4.62M | Buy |
112,387
+38,194
| +51% | +$1.57M | 0.02% | 355 |
|
|
2024
Q3 | $2.73M | Sell |
74,193
-9,267
| -11% | -$341K | 0.02% | 466 |
|
|
2024
Q2 | $2.74M | Sell |
83,460
-108,873
| -57% | -$3.58M | 0.01% | 479 |
|
|
2024
Q1 | $6.95M | Sell |
192,333
-29,665
| -13% | -$1.07M | 0.04% | 322 |
|
|
2023
Q4 | $7.52M | Buy |
221,998
+55,035
| +33% | +$1.86M | 0.04% | 304 |
|
|
2023
Q3 | $5.66M | Buy |
166,963
+65,767
| +65% | +$2.23M | 0.03% | 336 |
|
|
2023
Q2 | $3.63M | Buy |
101,196
+10,952
| +12% | +$393K | 0.02% | 363 |
|
|
2023
Q1 | $3.62M | Sell |
90,244
-82,051
| -48% | -$3.29M | 0.02% | 364 |
|
|
2022
Q4 | $6.26M | Buy |
172,295
+101,751
| +144% | +$3.69M | 0.03% | 319 |
|
|
2022
Q3 | $2.34M | Buy |
70,544
+22,349
| +46% | +$740K | 0.01% | 528 |
|
|
2022
Q2 | $1.53M | Buy |
48,195
+37,759
| +362% | +$1.2M | 0.01% | 731 |
|
|
2022
Q1 | $355K | Sell |
10,436
-6,886
| -40% | -$234K | ﹤0.01% | 925 |
|
|
2021
Q4 | $651K | Sell |
17,322
-20,916
| -55% | -$786K | ﹤0.01% | 621 |
|
|
2021
Q3 | $1.24M | Buy |
38,238
+5,119
| +15% | +$166K | 0.01% | 490 |
|
|
2021
Q2 | $1.12M | Buy |
33,119
+4,029
| +14% | +$137K | 0.01% | 564 |
|
|
2021
Q1 | $911K | Buy |
29,090
+11,066
| +61% | +$347K | 0.01% | 329 |
|
|
2020
Q4 | $521K | Buy |
+18,024
| New | +$521K | ﹤0.01% | 457 |
|
|
2020
Q1 | – | Sell |
-20,904
| Closed | -$681K | – | 474 |
|
|
2019
Q4 | $681K | Buy |
+20,904
| New | +$681K | 0.01% | 378 |
|
|
2019
Q1 | – | Sell |
-13,580
| Closed | -$361K | – | 377 |
|
|
2018
Q4 | $361K | Buy |
+13,580
| New | +$361K | ﹤0.01% | 445 |
|
|
2015
Q4 | – | Sell |
-10,700
| Closed | -$309K | – | 321 |
|
|
2015
Q3 | $309K | Buy |
+10,700
| New | +$309K | ﹤0.01% | 391 |
|