Fed Herm Strat Val DVD-IsSVAIX

13F holders, Q1 2024 (March 31)
3holders
$5.62avg. 13F price*

At the end of Q1 2024, 3 institutions reported holding Fed Herm Strat Val DVD-Is (SVAIX) in their 13F filings. The largest holders were Fulton Bank, N.A. ($6.7M), Arvest Trust Co. N A ($386K) and Coston, McIsaac & Partners ($110K).

Company
Fed Herm Strat Val DVD-Is
Filed as
FEDERATED HERMES EQUITY FDS (Q1 2024)
CUSIP
314172560
Latest filing quarter
Q2 2026

History

Number of 13F holders

0246 Q1 2024: 3Q1 2024Q2 2024: 2Q2 2024Q3 2024: 2Q3 2024Q4 2024: 2Q4 2024Q1 2025: 2Q1 2025Q2 2025: 2Q2 2025Q3 2025: 3Q3 2025Q4 2025: 5Q4 2025Q1 2026: 6Q1 2026Q2 2026: 3Q2 2026

Total Exit/New Position Q1 2024

No earlier quarter to compare with.

Ownership 3 holders

Fulton Bank, N.A. 0.27% Reduce -14.4% 1,185,236 $6.7M
Arvest Trust Co. N A 0.02% No change 68,765 $386K
Coston, McIsaac & Partners 0.04% No change 19,599 $110K

"% of holder's portfolio" is SVAIX's weight in each manager's 13F, not the share of Fed Herm Strat Val DVD-Is the manager owns.