YIH
FHI icon

Y-Intercept (HK)’s Federated Hermes FHI Stock Holding History

Y-Intercept (HK)’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
2026
Q1 		$708K Buy
+12,489
New +$684K 0.01% 1160
2025
Q4 		– Sell
-29,437
Closed -$1.53M – 1687
2025
Q3 		$1.53M Buy
29,437
+20,509
+230% +$1.04M 0.04% 767
2025
Q2 		$396K Buy
+8,928
New +$367K 0.01% 1279
2025
Q1 		– Sell
-16,361
Closed -$673K – 1326
2024
Q4 		$673K Sell
16,361
-8,515
-34% -$344K 0.04% 592
2024
Q3 		$915K Sell
24,876
-12,658
-34% -$434K 0.06% 484
2024
Q2 		$1.23M Buy
37,534
+23,122
+160% +$776K 0.07% 405
2024
Q1 		$521K Sell
14,412
-34,224
-70% -$1.2M 0.04% 692
2023
Q4 		$1.65M Buy
48,636
+40,800
+521% +$1.33M 0.15% 178
2023
Q3 		$265K Sell
7,836
-64,769
-89% -$2.23M 0.03% 809
2023
Q2 		$2.6M Buy
+72,605
New +$2.81M 0.28% 71
2023
Q1 		– Sell
-26,508
Closed -$963K – 1284
2022
Q4 		$963K Buy
+26,508
New +$930K 0.14% 203

Other funds holding FHI

BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return