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Whitener Capital Management’s Federated Hermes FHI Stock Holding History

Whitener 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
2024
Q1 		– Sell
-9,450
Closed -$320K – 154
2023
Q4 		$320K Hold
9,450
– – 0.12% 114
2023
Q3 		$320K Buy
9,450
+330
+4% +$11.4K 0.13% 105
2023
Q2 		$327K Sell
9,120
-515
-5% -$19.9K 0.13% 112
2023
Q1 		$387K Sell
9,635
-605
-6% -$23.7K 0.16% 97
2022
Q4 		$372K Buy
10,240
+290
+3% +$10.2K 0.16% 93
2022
Q3 		$329K Buy
9,950
+350
+4% +$11.9K 0.16% 99
2022
Q2 		$305K Sell
9,600
-300
-3% -$9.51K 0.14% 104
2022
Q1 		$337K Buy
9,900
+300
+3% +$10.2K 0.13% 112
2021
Q4 		$360K Buy
9,600
+200
+2% +$6.94K 0.13% 108
2021
Q3 		$271K Sell
9,400
-200
-2% -$6.52K 0.12% 113
2021
Q2 		$325K Hold
9,600
– – 0.13% 115
2021
Q1 		$300K Buy
9,600
+200
+2% +$5.88K 0.13% 116
2020
Q4 		$271K Sell
9,400
-500
-5% -$13.3K 0.12% 114
2020
Q3 		$212K Sell
9,900
-400
-4% -$9.49K 0.1% 122
2020
Q2 		$244K Hold
10,300
– – 0.13% 112
2020
Q1 		$196K Hold
10,300
– – 0.13% 109
2019
Q4 		$335K Hold
10,300
– – 0.17% 103
2019
Q3 		$333K Sell
10,300
-300
-3% -$9.86K 0.18% 100
2019
Q2 		$344K Buy
10,600
+200
+2% +$6.32K 0.2% 96
2019
Q1 		$304K Sell
10,400
-200
-2% -$5.55K 0.2% 97
2018
Q4 		$281K Sell
10,600
-940
-8% -$23.4K 0.21% 101
2018
Q3 		$278K Buy
11,540
+468
+4% +$11K 0.18% 103
2018
Q2 		$258K Buy
11,072
+1,103
+11% +$29.5K 0.2% 106
2018
Q1 		$332K Sell
9,969
-1,077
-10% -$36.6K 0.25% 89
2017
Q4 		$398K Buy
+11,046
New +$358K 0.34% 73

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

Whitener Capital Management's FHI Position: Q1 2024 in Review

Whitener Capital Management sold out of Federated Hermes (FHI) in Q1 2024, closing a stake of 9,450 shares — an estimated $320K sold.

Whitener Capital Management first reported a position in FHI in Q4 2017 and held it in 25 quarters. The position peaked at $398K in Q4 2017. 316 funds tracked by Wall St. Rank hold FHI as of Q1 2024.

  • Whitener Capital Management reported no remaining Federated Hermes position as of Q1 2024 after selling out during the quarter.
  • Whitener Capital Management sold 9,450 Federated Hermes shares in Q1 2024, an estimated $320K.
  • Whitener Capital Management first reported a position in Federated Hermes in Q4 2017 and held it in 25 quarters.
  • Whitener Capital Management's Federated Hermes position peaked at $398K in Q4 2017.
  • 316 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2024.

Based on Whitener Capital Management's 13F filing for Q1 2024, filed 16 Apr 2024.