SEC 13F Intelligence

Phase 2 Partners, LLC / FHI

Phase 2 Partners, LLC’s Federated Hermes Inc Position

Does Phase 2 Partners, LLC own Federated Hermes Inc (FHI)? Yes — 110.0K shares worth $5M (+3.39% of its 13F portfolio) as of Q4 2024, down from 224.2K shares the prior filed quarter.

Position Value
$5M
Q4 2024
Shares
110.0K
% of Portfolio
+3.39%
Quarters Held
3
currently held

Position History FHI

Reported value by quarter
Q3 ’22: $9MQ3 ’22Q1 ’24: $8MQ1 ’24Q4 ’24: $5MQ4 ’24filingsflow.com
QuarterSharesValue% of Portfolio
Q4 2024110.0K$5M+3.39%
Q1 2024224.2K$8M+4.23%
Q3 2022271.9K$9M+4.28%

Common-stock position only; options are excluded. Quarters where the fund filed no 13F or reported no position are absent. See Phase 2 Partners, LLC’s full portfolio or all institutional holders of FHI.