Phase 2 Partners, LLC FHI Holdings History

Number of Shares
109,981.00
Current Holdings Value*
$4.52 Mil
% of Portfolio
3.39%
Total Estimate Gain
$810,380.09
% of Total Estimate Gain
3.75%

Phase 2 Partners, LLC's Federated Hermes Inc Holding Summary

As of 2024-12-31, Phase 2 Partners, LLC held 109,981.00 shares of Federated Hermes Inc(FHI), totaling $4.52 Mil. This investment constitutes 3.39% of their stock portfolio, and Phase 2 Partners, LLC now holds 0.13% of the outstanding Federated Hermes Inc(FHI) stock.

The initial trade took place in 2022Q3. And since then Phase 2 Partners, LLC has made 3 purchases of FHI, at an average price of $35.65, for a total of 606,059.00 shares. In addition, there have been 2 sales at an average price of $34.39 for 496,078.00 shares. Based on historical transaction data and FHI's current price of $48.69, Phase 2 Partners, LLC's estimated gain on his FHI holdings is $810,380.09, reflecting a 3.75% gain to date.

Phase 2 Partners, LLC FHI ($48.69) Holding Chart

Phase 2 Partners, LLC 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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