Federated Herm Kaufmann-RKAUFX
13F holders, Q1 2024 (March 31)3holders
$5.73avg. 13F price*
At the end of Q1 2024, 3 institutions reported holding Federated Herm Kaufmann-R (KAUFX) in their 13F filings. The largest holders were Carret Asset Management, LLC ($170K), Moody LYNN Lieberson & Walker, LLC ($98K) and Orleans Capital Management Corp. ($96K).
- Company
- Federated Herm Kaufmann-R
- CUSIP
- 314172644
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q1 2024
No earlier quarter to compare with.
Ownership 3 holders
| Carret Asset Management, LLC | 0.02% | No change | 29,637 | $170K |
| Moody LYNN Lieberson & Walker, LLC | 0.01% | No change | 17,152 | $98K |
| Orleans Capital Management Corp. | 0.06% | No change | 16,799 | $96K |
"% of holder's portfolio" is KAUFX's weight in each manager's 13F, not the share of Federated Herm Kaufmann-R the manager owns.