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Weld Capital Management’s Federated Hermes FHI Stock Holding History

Weld Capital Management’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
2020
Q4 		– Sell
-22,628
Closed -$487K – 535
2020
Q3 		$487K Buy
22,628
+9,282
+70% +$220K 0.19% 189
2020
Q2 		$316K Buy
+13,346
New +$296K 0.12% 266

Other funds holding FHI

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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
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 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
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
BAM
Burgundy Asset Management Toronto, Ontario, Canada $10.6B AUM 13.39% 1-Year Est. Return
Prudential Financial
Prudential Financial Newark, New Jersey $81.2B AUM 27.81% 1-Year Est. Return

Weld Capital Management's FHI Position: Q4 2020 in Review

Weld Capital Management sold out of Federated Hermes (FHI) in Q4 2020, closing a stake of 22,628 shares — an estimated $487K sold.

Weld Capital Management first reported a position in FHI in Q2 2020 and held it in 2 quarters. The position peaked at $487K in Q3 2020. 295 funds tracked by Wall St. Rank hold FHI as of Q4 2020.

  • Weld Capital Management reported no remaining Federated Hermes position as of Q4 2020 after selling out during the quarter.
  • Weld Capital Management sold 22,628 Federated Hermes shares in Q4 2020, an estimated $487K.
  • Weld Capital Management first reported a position in Federated Hermes in Q2 2020 and held it in 2 quarters.
  • Weld Capital Management's Federated Hermes position peaked at $487K in Q3 2020.
  • 295 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2020.

Based on Weld Capital Management's 13F filing for Q4 2020, filed 16 Feb 2021.