Fed Herm Strat Val DVD-IsSVAIX

13F holders, Q4 2024 (December 31)
2holders
0new positions
0sold out
$5.91avg. 13F price*

At the end of Q4 2024, 2 institutions reported holding Fed Herm Strat Val DVD-Is (SVAIX) in their 13F filings, unchanged from Q3 2024. 0 opened new positions and 0 sold out. The largest holders were Fulton Bank, N.A. ($4.9M) and Arvest Bank Trust Division ($397K).

Company
Fed Herm Strat Val DVD-Is
Filed as
FEDERATED HERMES EQUITY FDS (Q4 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 Q3 2024 → Q4 2024

InstitutionsTotal Value
New Positions0$0
Exits0$0

All 13F filers, Q3 2024 → Q4 2024: 24,386 shares sold, net −24,386 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 2 holders

Fulton Bank, N.A. 0.19% Reduce -2.8% 832,217 $4.9M
Arvest Bank Trust Division 0.02% Reduce -0.4% 67,185 $397K

"% 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.