Yousif Capital Management’s Federated Hermes FHI Stock Holding History

Yousif 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
2026 Q1	$1.17M	Sell	20,690 -1,294	-6%	-$70.9K	0.01%	958
2025 Q4	$1.17M	Sell	21,984 -245	-1%	-$12.4K	0.01%	998
2025 Q3	$1.15M	Sell	22,229 -2,303	-9%	-$117K	0.01%	1021
2025 Q2	$1.09M	Sell	24,532 -1,208	-5%	-$49.7K	0.01%	1085
2025 Q1	$1.05M	Sell	25,740 -859	-3%	-$33.5K	0.01%	1082
2024 Q4	$1.09M	Sell	26,599 -1,396	-5%	-$56.4K	0.01%	1097
2024 Q3	$1.03M	Sell	27,995 -4,814	-15%	-$165K	0.01%	1162
2024 Q2	$1.08M	Sell	32,809 -3,605	-10%	-$121K	0.01%	1094
2024 Q1	$1.32M	Sell	36,414 -2,890	-7%	-$102K	0.01%	1052
2023 Q4	$1.33M	Sell	39,304 -745	-2%	-$24.3K	0.02%	1068
2023 Q3	$1.36M	Sell	40,049 -805	-2%	-$27.7K	0.02%	963
2023 Q2	$1.46M	Sell	40,854 -2,017	-5%	-$78K	0.02%	948
2023 Q1	$1.72M	Sell	42,871 -275	-0.6%	-$10.8K	0.02%	853
2022 Q4	$1.57M	Sell	43,146 -252	-0.6%	-$8.84K	0.02%	905
2022 Q3	$1.44M	Sell	43,398 -7,854	-15%	-$268K	0.02%	954
2022 Q2	$1.63M	Sell	51,252 -280	-0.5%	-$8.87K	0.02%	947
2022 Q1	$1.75M	Buy	51,532 +1,490	+3%	+$50.7K	0.02%	1034
2021 Q4	$1.88M	Buy	+50,042	New	+$1.74M	0.02%	1013

Other funds holding FHI

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

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

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 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