Stifel Financial’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $500K | Sell |
8,814
-1,010
| -10% | -$55.3K | ﹤0.01% | 2884 |
|
|
2025
Q4 | $512K | Sell |
9,824
-29
| -0.3% | -$1.47K | ﹤0.01% | 2848 |
|
|
2025
Q3 | $512K | Buy |
9,853
+2,781
| +39% | +$141K | ﹤0.01% | 2799 |
|
|
2025
Q2 | $313K | Buy |
+7,072
| New | +$291K | ﹤0.01% | 3025 |
|
|
2023
Q3 | – | Sell |
-106,662
| Closed | -$3.82M | – | 3327 |
|
|
2023
Q2 | $3.82M | Buy |
106,662
+99,254
| +1,340% | +$3.84M | 0.01% | 1206 |
|
|
2023
Q1 | $297K | Buy |
+7,408
| New | +$291K | ﹤0.01% | 2820 |
|
|
2020
Q1 | – | Sell |
-22,231
| Closed | -$725K | – | 2903 |
|
|
2019
Q4 | $725K | Sell |
22,231
-311
| -1% | -$10.2K | ﹤0.01% | 2033 |
|
|
2019
Q3 | $731K | Sell |
22,542
-1,748
| -7% | -$57.4K | ﹤0.01% | 1948 |
|
|
2019
Q2 | $786K | Sell |
24,290
-39,474
| -62% | -$1.25M | ﹤0.01% | 1952 |
|
|
2019
Q1 | $1.87M | Buy |
63,764
+5,291
| +9% | +$147K | 0.01% | 1277 |
|
|
2018
Q4 | $1.56M | Buy |
58,473
+14,162
| +32% | +$352K | 0.01% | 1282 |
|
|
2018
Q3 | $1.07M | Buy |
44,311
+2,374
| +6% | +$55.8K | ﹤0.01% | 1621 |
|
|
2018
Q2 | $985K | Buy |
41,937
+13,151
| +46% | +$351K | ﹤0.01% | 1628 |
|
|
2018
Q1 | $962K | Buy |
28,786
+17,451
| +154% | +$593K | ﹤0.01% | 1588 |
|
|
2017
Q4 | $406K | Sell |
11,335
-455
| -4% | -$14.7K | ﹤0.01% | 2032 |
|
|
2017
Q3 | $349K | Buy |
11,790
+4,110
| +54% | +$115K | ﹤0.01% | 2088 |
|
|
2017
Q2 | $216K | Buy |
+7,680
| New | +$205K | ﹤0.01% | 2301 |
|
|
2014
Q4 | – | Sell |
-19,266
| Closed | -$565K | – | 2370 |
|
|
2014
Q3 | $565K | Sell |
19,266
-872
| -4% | -$26.1K | 0.01% | 1448 |
|
|
2014
Q2 | $622K | Sell |
20,138
-18,782
| -48% | -$546K | 0.01% | 1366 |
|
|
2014
Q1 | $1.19M | Buy |
+38,920
| New | +$1.09M | 0.01% | 981 |
|
Other funds holding FHI
VPM
VCM
SDWMA
