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Strategic Global Advisors’s Federated Hermes FHI Stock Holding History

Strategic Global 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
2021
Q2 		– Sell
-67,979
Closed -$2.13M – 156
2021
Q1 		$2.13M Buy
67,979
+642
+1% +$18.9K 0.38% 94
2020
Q4 		$1.95M Sell
67,337
-1,675
-2% -$44.6K 0.34% 95
2020
Q3 		$1.48M Buy
69,012
+6,273
+10% +$149K 0.28% 91
2020
Q2 		$1.49M Buy
+62,739
New +$1.39M 0.32% 82

Other funds holding FHI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
RL
Ruffer LLP London, United Kingdom $2.44B AUM 44.75% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Strategic Global Advisors's FHI Position: Q2 2021 in Review

Strategic Global Advisors sold out of Federated Hermes (FHI) in Q2 2021, closing a stake of 67,979 shares — an estimated $2.13M sold.

Strategic Global Advisors first reported a position in FHI in Q2 2020 and held it in 4 quarters. The position peaked at $2.13M in Q1 2021. 266 funds tracked by Wall St. Rank hold FHI as of Q2 2021.

  • Strategic Global Advisors reported no remaining Federated Hermes position as of Q2 2021 after selling out during the quarter.
  • Strategic Global Advisors sold 67,979 Federated Hermes shares in Q2 2021, an estimated $2.13M.
  • Strategic Global Advisors first reported a position in Federated Hermes in Q2 2020 and held it in 4 quarters.
  • Strategic Global Advisors's Federated Hermes position peaked at $2.13M in Q1 2021.
  • 266 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2021.

Based on Strategic Global Advisors's 13F filing for Q2 2021, filed 12 Aug 2021.