TrueMark Investments’s Federated Hermes FHI Stock Holding History

TrueMark Investments’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 Q4	–	Sell	-5,529	Closed	-$203K	–	199
2024 Q3	$203K	Buy	+5,529	New	+$189K	0.07%	202

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

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

TrueMark Investments's FHI Position: Q4 2024 in Review

TrueMark Investments sold out of Federated Hermes (FHI) in Q4 2024, closing a stake of 5,529 shares — an estimated $203K sold.

TrueMark Investments first reported a position in FHI in Q3 2024 and held it in 1 quarter. The position peaked at $203K in Q3 2024. 328 funds tracked by Wall St. Rank hold FHI as of Q4 2024.

TrueMark Investments reported no remaining Federated Hermes position as of Q4 2024 after selling out during the quarter.
TrueMark Investments sold 5,529 Federated Hermes shares in Q4 2024, an estimated $203K.
TrueMark Investments first reported a position in Federated Hermes in Q3 2024 and held it in 1 quarter.
TrueMark Investments's Federated Hermes position peaked at $203K in Q3 2024.
328 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2024.

Based on TrueMark Investments's 13F filing for Q4 2024, filed 12 Feb 2025.