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Vident Investment Advisory’s Federated Hermes FHI Stock Holding History

Vident Investment Advisory’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
2023
Q3 		– Sell
-89,084
Closed -$3.19M – 379
2023
Q2 		$3.19M Buy
89,084
+884
+1% +$34.2K 0.11% 206
2023
Q1 		$3.54M Sell
88,200
-9,310
-10% -$365K 0.11% 196
2022
Q4 		$3.54M Buy
97,510
+63,606
+188% +$2.23M 0.13% 179
2022
Q3 		$1.01M Sell
33,904
-44,214
-57% -$1.51M 0.03% 587
2022
Q2 		$2.48M Buy
78,118
+6,398
+9% +$203K 0.07% 311
2022
Q1 		$2.44M Buy
71,720
+8,010
+13% +$273K 0.06% 366
2021
Q4 		$2.39M Buy
63,710
+2,506
+4% +$86.9K 0.06% 368
2021
Q3 		$1.99M Buy
61,204
+341
+0.6% +$11.1K 0.06% 410
2021
Q2 		$2.06M Sell
60,863
-1,863
-3% -$59.3K 0.06% 392
2021
Q1 		$1.96M Buy
62,726
+17,368
+38% +$510K 0.07% 384
2020
Q4 		$1.31M Sell
45,358
-2,644
-6% -$70.4K 0.05% 457
2020
Q3 		$1.03M Sell
48,002
-4,415
-8% -$105K 0.05% 479
2020
Q2 		$1.24M Sell
52,417
-8,436
-14% -$187K 0.07% 402
2020
Q1 		$1.16M Sell
60,853
-8,362
-12% -$248K 0.08% 346
2019
Q4 		$2.26M Buy
+69,215
New +$2.26M 0.14% 220
2019
Q2 		– Sell
-96,121
Closed -$2.82M – 518
2019
Q1 		$2.82M Buy
96,121
+13,855
+17% +$385K 0.15% 163
2018
Q4 		$2.18M Sell
82,266
-87,840
-52% -$2.18M 0.12% 226
2018
Q3 		$4.1M Buy
170,106
+22,883
+16% +$538K 0.16% 119
2018
Q2 		$3.43M Buy
147,223
+39,266
+36% +$1.05M 0.14% 178
2018
Q1 		$3.38M Buy
107,957
+6,403
+6% +$218K 0.14% 179
2017
Q4 		$3.66M Buy
101,554
+9,565
+10% +$310K 0.16% 116
2017
Q3 		$2.73M Buy
+91,989
New +$2.58M 0.15% 195

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
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Millennium Management
Millennium Management New York $240B AUM 35.51% 1-Year Est. Return

Vident Investment Advisory's FHI Position: Q3 2023 in Review

Vident Investment Advisory sold out of Federated Hermes (FHI) in Q3 2023, closing a stake of 89,084 shares — an estimated $3.19M sold.

Vident Investment Advisory first reported a position in FHI in Q3 2017 and held it in 22 quarters. The position peaked at $4.1M in Q3 2018. 308 funds tracked by Wall St. Rank hold FHI as of Q3 2023.

  • Vident Investment Advisory reported no remaining Federated Hermes position as of Q3 2023 after selling out during the quarter.
  • Vident Investment Advisory sold 89,084 Federated Hermes shares in Q3 2023, an estimated $3.19M.
  • Vident Investment Advisory first reported a position in Federated Hermes in Q3 2017 and held it in 22 quarters.
  • Vident Investment Advisory's Federated Hermes position peaked at $4.1M in Q3 2018.
  • 308 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2023.

Based on Vident Investment Advisory's 13F filing for Q3 2023.