Tarbox Family Office’s Federated Hermes FHI Stock Holding History

Tarbox Family Office’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	-23	Closed	–	–	1194
2020 Q1	$0	Hold	23	–	–	﹤0.01%	1180
2019 Q4	$1K	Hold	23	–	–	﹤0.01%	964
2019 Q3	$1K	Hold	23	–	–	﹤0.01%	911
2019 Q2	$1K	Hold	23	–	–	﹤0.01%	929
2019 Q1	$1K	Hold	23	–	–	﹤0.01%	560
2018 Q4	$1K	Hold	23	–	–	﹤0.01%	554
2018 Q3	$1K	Hold	23	–	–	﹤0.01%	569
2018 Q2	$1K	Hold	23	–	–	﹤0.01%	558
2018 Q1	$1K	Hold	23	–	–	﹤0.01%	567
2017 Q4	$1K	Hold	23	–	–	﹤0.01%	552
2017 Q3	$1K	Hold	23	–	–	﹤0.01%	547
2017 Q2	$1K	Hold	23	–	–	﹤0.01%	527
2017 Q1	$1K	Hold	23	–	–	﹤0.01%	531
2016 Q4	$1K	Hold	23	–	–	﹤0.01%	498
2016 Q3	$1K	Hold	23	–	–	﹤0.01%	486
2016 Q2	$1K	Hold	23	–	–	﹤0.01%	481
2016 Q1	$1K	Hold	23	–	–	﹤0.01%	500
2015 Q4	$1K	Hold	23	–	–	﹤0.01%	468
2015 Q3	$1K	Hold	23	–	–	﹤0.01%	475
2015 Q2	$1K	Hold	23	–	–	﹤0.01%	447
2015 Q1	$1K	Hold	23	–	–	﹤0.01%	463
2014 Q4	$1K	Hold	23	–	–	﹤0.01%	456
2014 Q3	$1K	Hold	23	–	–	﹤0.01%	459
2014 Q2	$0	Hold	23	–	–	﹤0.01%	484
2014 Q1	$0	Hold	23	–	–	﹤0.01%	505
2013 Q4	$1K	Buy	+23	New	+$631	﹤0.01%	504

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

Tarbox Family Office's FHI Position: Q2 2020 in Review

Tarbox Family Office sold out of Federated Hermes (FHI) in Q2 2020, closing a stake of 23 shares.

Tarbox Family Office first reported a position in FHI in Q4 2013 and held it in 26 quarters. The position peaked at $1K in Q4 2019. 274 funds tracked by Wall St. Rank hold FHI as of Q2 2020.

Tarbox Family Office reported no remaining Federated Hermes position as of Q2 2020 after selling out during the quarter.
Tarbox Family Office sold 23 Federated Hermes shares in Q2 2020.
Tarbox Family Office first reported a position in Federated Hermes in Q4 2013 and held it in 26 quarters.
Tarbox Family Office's Federated Hermes position peaked at $1K in Q4 2019.
274 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2020.

Based on Tarbox Family Office's 13F filing for Q2 2020, filed 23 Jul 2020.