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Steward Financial Group’s Federated Hermes FHI Stock Holding History

Steward Financial Group’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
Q3 		$2K Buy
+72
New +$2.48K ﹤0.01% 973
2022
Q3 		– Sell
-56
Closed -$1K – 520
2022
Q2 		$1K Buy
+56
New +$1.77K ﹤0.01% 729

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
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Steward Financial Group's FHI Position: Q3 2023 in Review

Steward Financial Group opened a new position in Federated Hermes (FHI) in Q3 2023: 72 shares worth $2K. The stake represents ﹤0.01% of the portfolio and ranks #973 among its holdings. This is a return to the name: Steward Financial Group previously reported a position in FHI as recently as Q2 2022.

Steward Financial Group first reported a position in FHI in Q2 2022 and has held it in 2 quarters since. 308 funds tracked by Wall St. Rank hold FHI as of Q3 2023.

  • Steward Financial Group held 72 shares of Federated Hermes worth $2K as of Q3 2023.
  • Federated Hermes was a new Steward Financial Group position in Q3 2023.
  • Federated Hermes made up ﹤0.01% of Steward Financial Group's portfolio in Q3 2023, its #973 holding.
  • Steward Financial Group first reported a position in Federated Hermes in Q2 2022 and has held it in 2 quarters since.
  • 308 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2023.

Based on Steward Financial Group's 13F filing for Q3 2023, filed 23 Oct 2023.