URS
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Utah Retirement Systems’s Federated Hermes FHI Stock Holding History

Utah Retirement Systems’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
2018
Q2 		– Sell
-17,546
Closed -$586K – 999
2018
Q1 		$586K Sell
17,546
-100
-0.6% -$3.4K 0.01% 853
2017
Q4 		$636K Buy
17,646
+300
+2% +$9.72K 0.01% 852
2017
Q3 		$515K Hold
17,346
– – 0.01% 898
2017
Q2 		$490K Buy
17,346
+400
+2% +$10.7K 0.01% 910
2017
Q1 		$446K Hold
16,946
– – 0.01% 892
2016
Q4 		$480K Hold
16,946
– – 0.01% 880
2016
Q3 		$502K Hold
16,946
– – 0.01% 877
2016
Q2 		$487K Buy
16,946
+200
+1% +$6.12K 0.01% 877
2016
Q1 		$483K Hold
16,746
– – 0.01% 852
2015
Q4 		$480K Hold
16,746
– – 0.01% 865
2015
Q3 		$484K Buy
16,746
+100
+0.6% +$3.2K 0.01% 869
2015
Q2 		$557K Hold
16,646
– – 0.01% 885
2015
Q1 		$564K Buy
16,646
+500
+3% +$16.6K 0.01% 863
2014
Q4 		$532K Hold
16,146
– – 0.01% 866
2014
Q3 		$474K Hold
16,146
– – 0.01% 903
2014
Q2 		$499K Sell
16,146
-400
-2% -$11.6K 0.01% 901
2014
Q1 		$506K Buy
16,546
+100
+0.6% +$2.8K 0.01% 861
2013
Q4 		$474K Hold
16,446
– – 0.01% 874
2013
Q3 		$447K Sell
16,446
-200
-1% -$5.69K 0.01% 875
2013
Q2 		$456K Buy
+16,646
New +$422K 0.02% 853

Other funds holding FHI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return

Utah Retirement Systems's FHI Position: Q2 2018 in Review

Utah Retirement Systems sold out of Federated Hermes (FHI) in Q2 2018, closing a stake of 17,546 shares — an estimated $586K sold.

Utah Retirement Systems first reported a position in FHI in Q2 2013 and held it in 20 quarters. The position peaked at $636K in Q4 2017. 293 funds tracked by Wall St. Rank hold FHI as of Q2 2018.

  • Utah Retirement Systems reported no remaining Federated Hermes position as of Q2 2018 after selling out during the quarter.
  • Utah Retirement Systems sold 17,546 Federated Hermes shares in Q2 2018, an estimated $586K.
  • Utah Retirement Systems first reported a position in Federated Hermes in Q2 2013 and held it in 20 quarters.
  • Utah Retirement Systems's Federated Hermes position peaked at $636K in Q4 2017.
  • 293 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2018.

Based on Utah Retirement Systems's 13F filing for Q2 2018, filed 10 Aug 2018.