Summit Financial Group’s Federated Hermes FHI Stock Holding History

Summit 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
2020 Q2	–	Sell	-10,000	Closed	-$191K	–	156
2020 Q1	$191K	Hold	10,000	–	–	0.11%	135
2019 Q4	$326K	Hold	10,000	–	–	0.16%	111
2019 Q3	$324K	Hold	10,000	–	–	0.16%	113
2019 Q2	$325K	Hold	10,000	–	–	0.15%	121
2019 Q1	$293K	Hold	10,000	–	–	0.23%	90
2018 Q4	$266K	Hold	10,000	–	–	0.23%	88
2018 Q3	$241K	Hold	10,000	–	–	0.18%	110
2018 Q2	$233K	Hold	10,000	–	–	0.18%	112
2018 Q1	$334K	Hold	10,000	–	–	0.26%	93
2017 Q4	$361K	Hold	10,000	–	–	0.3%	83
2017 Q3	$297K	Hold	10,000	–	–	0.25%	92
2017 Q2	$283K	Buy	+10,000	New	+$267K	0.25%	91

Other funds holding FHI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Summit Financial Group's FHI Position: Q2 2020 in Review

Summit Financial Group sold out of Federated Hermes (FHI) in Q2 2020, closing a stake of 10,000 shares — an estimated $191K sold.

Summit Financial Group first reported a position in FHI in Q2 2017 and held it in 12 quarters. The position peaked at $361K in Q4 2017. 274 funds tracked by Wall St. Rank hold FHI as of Q2 2020.

Summit Financial Group reported no remaining Federated Hermes position as of Q2 2020 after selling out during the quarter.
Summit Financial Group sold 10,000 Federated Hermes shares in Q2 2020, an estimated $191K.
Summit Financial Group first reported a position in Federated Hermes in Q2 2017 and held it in 12 quarters.
Summit Financial Group's Federated Hermes position peaked at $361K in Q4 2017.
274 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2020.

Based on Summit Financial Group's 13F filing for Q2 2020, filed 6 Jul 2020.