ZIM
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Zacks Investment Management’s Federated Hermes FHI Stock Holding History

Zacks Investment 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
2018
Q2 		– Sell
-12,313
Closed -$411K – 566
2018
Q1 		$411K Buy
+12,313
New +$418K 0.01% 464

Other funds holding FHI

BlackRock
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
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return

Zacks Investment Management's FHI Position: Q2 2018 in Review

Zacks Investment Management sold out of Federated Hermes (FHI) in Q2 2018, closing a stake of 12,313 shares — an estimated $411K sold.

Zacks Investment Management first reported a position in FHI in Q1 2018 and held it in 1 quarter. The position peaked at $411K in Q1 2018. 293 funds tracked by Wall St. Rank hold FHI as of Q2 2018.

  • Zacks Investment Management reported no remaining Federated Hermes position as of Q2 2018 after selling out during the quarter.
  • Zacks Investment Management sold 12,313 Federated Hermes shares in Q2 2018, an estimated $411K.
  • Zacks Investment Management first reported a position in Federated Hermes in Q1 2018 and held it in 1 quarter.
  • Zacks Investment Management's Federated Hermes position peaked at $411K in Q1 2018.
  • 293 funds tracked by Wall St. Rank held Federated Hermes as of Q2 2018.

Based on Zacks Investment Management's 13F filing for Q2 2018, filed 14 Aug 2018.