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TwinBeech Capital’s Federated Hermes FHI Stock Holding History

TwinBeech Capital’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
-180,694
Closed -$6.12M – 653
2023
Q4 		$6.12M Buy
+180,694
New +$5.89M 0.1% 244
2023
Q3 		– Sell
-181,061
Closed -$6.49M – 723
2023
Q2 		$6.49M Buy
+181,061
New +$7M 0.13% 204
2021
Q1 		– Sell
-13,186
Closed -$381K – 515
2020
Q4 		$381K Sell
13,186
-6,129
-32% -$163K 0.06% 326
2020
Q3 		$415K Buy
+19,315
New +$458K 0.09% 299

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

TwinBeech Capital's FHI Position: Q1 2024 in Review

TwinBeech Capital sold out of Federated Hermes (FHI) in Q1 2024, closing a stake of 180,694 shares — an estimated $6.12M sold.

TwinBeech Capital first reported a position in FHI in Q3 2020 and held it in 4 quarters. The position peaked at $6.49M in Q2 2023. 316 funds tracked by Wall St. Rank hold FHI as of Q1 2024.

  • TwinBeech Capital reported no remaining Federated Hermes position as of Q1 2024 after selling out during the quarter.
  • TwinBeech Capital sold 180,694 Federated Hermes shares in Q1 2024, an estimated $6.12M.
  • TwinBeech Capital first reported a position in Federated Hermes in Q3 2020 and held it in 4 quarters.
  • TwinBeech Capital's Federated Hermes position peaked at $6.49M in Q2 2023.
  • 316 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2024.

Based on TwinBeech Capital's 13F filing for Q1 2024, filed 15 May 2024.