ZIG
FHI icon

Zullo Investment Group’s Federated Hermes FHI Stock Holding History

Zullo Investment Group’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
2023
Q1 		– Sell
-164
Closed -$5.96K – 340
2022
Q4 		$5.96K Hold
164
– – ﹤0.01% 568
2022
Q3 		$5K Hold
164
– – ﹤0.01% 592
2022
Q2 		$5K Hold
164
– – ﹤0.01% 613
2022
Q1 		$6K Hold
164
– – ﹤0.01% 618
2021
Q4 		$6K Buy
+164
New +$5.69K ﹤0.01% 620

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
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 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
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Zullo Investment Group's FHI Position: Q1 2023 in Review

Zullo Investment Group sold out of Federated Hermes (FHI) in Q1 2023, closing a stake of 164 shares — an estimated $5.96K sold.

Zullo Investment Group first reported a position in FHI in Q4 2021 and held it in 5 quarters. The position peaked at $6K in Q1 2022. 318 funds tracked by Wall St. Rank hold FHI as of Q1 2023.

  • Zullo Investment Group reported no remaining Federated Hermes position as of Q1 2023 after selling out during the quarter.
  • Zullo Investment Group sold 164 Federated Hermes shares in Q1 2023, an estimated $5.96K.
  • Zullo Investment Group first reported a position in Federated Hermes in Q4 2021 and held it in 5 quarters.
  • Zullo Investment Group's Federated Hermes position peaked at $6K in Q1 2022.
  • 318 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2023.

Based on Zullo Investment Group's 13F filing for Q1 2023, filed 25 Apr 2023.