Federated Herm Kaufmann-RKAUFX
13F holders, Q2 2024 (June 30)3holders
0new positions
0sold out
$5.70avg. 13F price*
At the end of Q2 2024, 3 institutions reported holding Federated Herm Kaufmann-R (KAUFX) in their 13F filings, unchanged from Q1 2024. 0 opened new positions and 0 sold out. The largest holders were Carret Asset Management, LLC ($112K), 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 → Q2 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 0 | $0 |
| Exits | 0 | $0 |
All 13F filers, Q1 2024 → Q2 2024: 10,000 shares sold, net −10,000 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 3 holders
| Carret Asset Management, LLC | 0.01% | Reduce -33.7% | 19,637 | $112K |
| 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.