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Summit Securities Group’s Federated Hermes FHI Stock Holding History

Summit Securities 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
2024
Q1 		– Sell
-1
Closed – – 619
2023
Q4 		$0 Buy
+1
New +$33 ﹤0.01% 749
2023
Q1 		– Sell
-5,375
Closed -$195K – 969
2022
Q4 		$195K Buy
+5,375
New +$189K 0.01% 483
2014
Q4 		– Sell
-71
Closed -$2K – 644
2014
Q3 		$2K Buy
+71
New +$2.13K ﹤0.01% 607

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
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Summit Securities Group's FHI Position: Q1 2024 in Review

Summit Securities Group sold out of Federated Hermes (FHI) in Q1 2024, closing a stake of 1 share.

Summit Securities Group first reported a position in FHI in Q3 2014 and held it in 3 quarters. The position peaked at $195K in Q4 2022. 316 funds tracked by Wall St. Rank hold FHI as of Q1 2024.

  • Summit Securities Group reported no remaining Federated Hermes position as of Q1 2024 after selling out during the quarter.
  • Summit Securities Group sold 1 Federated Hermes share in Q1 2024.
  • Summit Securities Group first reported a position in Federated Hermes in Q3 2014 and held it in 3 quarters.
  • Summit Securities Group's Federated Hermes position peaked at $195K in Q4 2022.
  • 316 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2024.

Based on Summit Securities Group's 13F filing for Q1 2024, filed 13 May 2024.