Fed Herm Strat Val DVD-IsSVAIX
13F holders, Q2 2024 (June 30)2holders −1
0new positions
1sold out
$5.56avg. 13F price*
At the end of Q2 2024, 2 institutions reported holding Fed Herm Strat Val DVD-Is (SVAIX) in their 13F filings, down 1 from Q1 2024. 0 opened new positions and 1 sold out. The largest holders were Fulton Bank, N.A. ($5.0M) and Arvest Trust Co. N A ($382K).
- Company
- Fed Herm Strat Val DVD-Is
- Filed as
- FEDERATED HERMES EQUITY FDS (Q2 2024)
- CUSIP
- 314172560
- 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 | 1 | $110K |
All 13F filers, Q1 2024 → Q2 2024: 304,343 shares sold, net −304,343 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 2 holders
| Fulton Bank, N.A. | 0.20% | Reduce -24.0% | 900,492 | $5.0M |
| Arvest Trust Co. N A | 0.02% | No change | 68,765 | $382K |
"% 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.