DEAN SMALL CAP VALUE FHI Holdings History

Number of Shares
35,429.00
Current Holdings Value*
$1.44 Mil
% of Portfolio
0.8%
Total Estimate Gain
$553,854.89
% of Total Estimate Gain
8.49%

DEAN SMALL CAP VALUE's Federated Hermes Inc Holding Summary

As of 2025-03-31, DEAN SMALL CAP VALUE held 35,429.00 shares of Federated Hermes Inc(FHI), totaling $1.44 Mil. This investment constitutes 0.8% of their stock portfolio, and DEAN SMALL CAP VALUE now holds 0.04% of the outstanding Federated Hermes Inc(FHI) stock.

The initial trade took place in 2022Q3. And since then DEAN SMALL CAP VALUE has made 7 purchases of FHI, at an average price of $35.97, for a total of 181,353.00 shares. In addition, there have been 4 sales at an average price of $36.68 for 145,924.00 shares. Based on historical transaction data and FHI's current price of $48.69, DEAN SMALL CAP VALUE's estimated gain on his FHI holdings is $553,854.89, reflecting a 8.49% gain to date.

DEAN SMALL CAP VALUE FHI ($48.69) Holding Chart

DEAN SMALL CAP VALUE FHI ($48.69) Quarterly Buys and Sells

Period Bought/Sold (Sh.) % Change Qtr. End Shares Avrg. Price
Shares Bought 0 Average Price $-/Share
Shares Sold 0 Average Price $-/Share
Current Price $0.00 Total Estimated Gain 0 %

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