UBS Group’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $59.8M | Buy |
1,350,195
+417,054
| +45% | +$18.5M | 0.01% | 1078 |
|
|
2025
Q1 | $38M | Buy |
933,141
+123,674
| +15% | +$5.04M | 0.01% | 1358 |
|
|
2024
Q4 | $33.3M | Buy |
809,467
+429,855
| +113% | +$17.7M | 0.01% | 1379 |
|
|
2024
Q3 | $14M | Buy |
379,612
+314,963
| +487% | +$11.6M | ﹤0.01% | 1479 |
|
|
2024
Q2 | $2.13M | Sell |
64,649
-127,172
| -66% | -$4.18M | ﹤0.01% | 2803 |
|
|
2024
Q1 | $6.93M | Buy |
191,821
+30,959
| +19% | +$1.12M | ﹤0.01% | 1890 |
|
|
2023
Q4 | $5.45M | Buy |
160,862
+96,060
| +148% | +$3.25M | ﹤0.01% | 1943 |
|
|
2023
Q3 | $2.19M | Sell |
64,802
-189,924
| -75% | -$6.43M | ﹤0.01% | 2478 |
|
|
2023
Q2 | $9.13M | Buy |
254,726
+89,167
| +54% | +$3.2M | ﹤0.01% | 1465 |
|
|
2023
Q1 | $6.65M | Buy |
165,559
+117,813
| +247% | +$4.73M | ﹤0.01% | 1637 |
|
|
2022
Q4 | $1.73M | Buy |
47,746
+45,844
| +2,410% | +$1.66M | ﹤0.01% | 2677 |
|
|
2022
Q3 | $63K | Sell |
1,902
-2,549
| -57% | -$84.4K | ﹤0.01% | 5054 |
|
|
2022
Q2 | $142K | Sell |
4,451
-4
| -0.1% | -$128 | ﹤0.01% | 4180 |
|
|
2022
Q1 | $151K | Sell |
4,455
-85,255
| -95% | -$2.89M | ﹤0.01% | 4595 |
|
|
2021
Q4 | $3.37M | Buy |
89,710
+54,460
| +154% | +$2.05M | ﹤0.01% | 2451 |
|
|
2021
Q3 | $1.15M | Sell |
35,250
-9,372
| -21% | -$305K | ﹤0.01% | 3153 |
|
|
2021
Q2 | $1.51M | Sell |
44,622
-38,279
| -46% | -$1.3M | ﹤0.01% | 2940 |
|
|
2021
Q1 | $2.6M | Buy |
82,901
+4,182
| +5% | +$131K | ﹤0.01% | 2535 |
|
|
2020
Q4 | $2.28M | Sell |
78,719
-37,938
| -33% | -$1.1M | ﹤0.01% | 2545 |
|
|
2020
Q3 | $2.51M | Buy |
116,657
+45,207
| +63% | +$973K | ﹤0.01% | 2239 |
|
|
2020
Q2 | $1.69M | Sell |
71,450
-33,536
| -32% | -$795K | ﹤0.01% | 2407 |
|
|
2020
Q1 | $2M | Sell |
104,986
-149,351
| -59% | -$2.85M | ﹤0.01% | 2163 |
|
|
2019
Q4 | $8.29M | Buy |
254,337
+117,836
| +86% | +$3.84M | ﹤0.01% | 1623 |
|
|
2019
Q3 | $4.42M | Buy |
136,501
+35,618
| +35% | +$1.15M | ﹤0.01% | 1948 |
|
|
2019
Q2 | $3.28M | Buy |
100,883
+36,841
| +58% | +$1.2M | ﹤0.01% | 2135 |
|
|
2019
Q1 | $1.88M | Sell |
64,042
-56,437
| -47% | -$1.65M | ﹤0.01% | 2470 |
|
|
2018
Q4 | $3.2M | Sell |
120,479
-49,111
| -29% | -$1.3M | ﹤0.01% | 2048 |
|
|
2018
Q3 | $4.09M | Buy |
169,590
+19,022
| +13% | +$459K | ﹤0.01% | 2042 |
|
|
2018
Q2 | $3.51M | Sell |
150,568
-24,211
| -14% | -$565K | ﹤0.01% | 2121 |
|
|
2018
Q1 | $5.84M | Buy |
174,779
+12,944
| +8% | +$432K | ﹤0.01% | 1730 |
|
|
2017
Q4 | $5.84M | Buy |
161,835
+37,399
| +30% | +$1.35M | ﹤0.01% | 1718 |
|
|
2017
Q3 | $3.7M | Buy |
124,436
+25,540
| +26% | +$759K | ﹤0.01% | 1992 |
|
|
2017
Q2 | $2.79M | Sell |
98,896
-45,618
| -32% | -$1.29M | ﹤0.01% | 2139 |
|
|
2017
Q1 | $3.81M | Buy |
144,514
+51,191
| +55% | +$1.35M | ﹤0.01% | 1834 |
|
|
2016
Q4 | $2.64M | Buy |
93,323
+5,390
| +6% | +$152K | ﹤0.01% | 2063 |
|
|
2016
Q3 | $2.61M | Sell |
87,933
-389
| -0.4% | -$11.5K | ﹤0.01% | 2027 |
|
|
2016
Q2 | $2.54M | Sell |
88,322
-22,672
| -20% | -$653K | ﹤0.01% | 2019 |
|
|
2016
Q1 | $3.2M | Buy |
110,994
+2,139
| +2% | +$61.7K | ﹤0.01% | 1786 |
|
|
2015
Q4 | $3.12M | Buy |
108,855
+34,701
| +47% | +$994K | ﹤0.01% | 1862 |
|
|
2015
Q3 | $2.14M | Sell |
74,154
-17,212
| -19% | -$497K | ﹤0.01% | 2085 |
|
|
2015
Q2 | $3.06M | Sell |
91,366
-2,303
| -2% | -$77.1K | ﹤0.01% | 1995 |
|
|
2015
Q1 | $3.17M | Buy |
93,669
+7,765
| +9% | +$263K | ﹤0.01% | 1951 |
|
|
2014
Q4 | $2.83M | Buy |
+85,904
| New | +$2.83M | ﹤0.01% | 1989 |
|