Summit X LLC’s Federated Hermes FHI Stock Holding History

Summit X LLC’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
2019 Q3	–	Sell	-10,367	Closed	-$319K	–	234
2019 Q2	$319K	Sell	10,367 -1,484	-13%	-$46.9K	0.13%	189
2019 Q1	$349K	Buy	+11,851	New	+$329K	0.15%	173

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

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

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

APG Asset Management Amsterdam, Netherlands $31.6B AUM 19.33% 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

Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return

Summit X LLC's FHI Position: Q3 2019 in Review

Summit X LLC sold out of Federated Hermes (FHI) in Q3 2019, closing a stake of 10,367 shares — an estimated $319K sold.

Summit X LLC first reported a position in FHI in Q1 2019 and held it in 2 quarters. The position peaked at $349K in Q1 2019. 303 funds tracked by Wall St. Rank hold FHI as of Q3 2019.

Summit X LLC reported no remaining Federated Hermes position as of Q3 2019 after selling out during the quarter.
Summit X LLC sold 10,367 Federated Hermes shares in Q3 2019, an estimated $319K.
Summit X LLC first reported a position in Federated Hermes in Q1 2019 and held it in 2 quarters.
Summit X LLC's Federated Hermes position peaked at $349K in Q1 2019.
303 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2019.

Based on Summit X LLC's 13F filing for Q3 2019, filed 15 Oct 2019.