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Federated Investors shares owned by Summit Investment Advisors

Quarter-by-quarter ownership of Federated Investors (FHI) shares owned by Summit Investment Advisors from 13F filings

Historical chart of Summit Investment Advisors investment in Federated Investors

Tip: Access up to 7 years of quarterly data

All positions including Federated Investors held by Summit Investment Advisors consolidated in one spreadsheet with up to 7 years of data

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Quarterly reported holdings in Federated Investors by Summit Investment Advisors

Quarter filed Position value Share count Share price at filing
2024-09-30 $594k 16k 36.77
2024-06-30 $561k 17k 32.88
2024-03-31 $651k 18k 36.12
2023-12-31 $645k 19k 33.86
2023-09-30 $683k 20k 33.87
2023-06-30 $761k 21k 35.85
2023-03-31 $1.1M 29k 40.14
2022-12-31 $1.1M 29k 38.07
2022-09-30 $939k 28k 33.11
2022-06-30 $986k 31k 31.77
2022-03-31 $1.1M 33k 34.05
2021-12-31 $1.3M 33k 37.57
2021-09-30 $1.1M 33k 32.49
2021-06-30 $1.1M 33k 33.90
2021-03-31 $1.1M 34k 31.31
2020-12-31 $991k 34k 28.88
2020-09-30 $761k 35k 21.50
2020-06-30 $849k 36k 23.71
2020-03-31 $682k 36k 19.04
2019-12-31 $1.2M 36k 32.60
2019-09-30 $1.1M 35k 32.42
2019-06-30 $1.2M 36k 32.49
2019-03-31 $1.1M 38k 29.30
2018-12-31 $1.0M 39k 26.56
2018-09-30 $943k 39k 24.13
2018-06-30 $2.2M 96k 23.20
2018-03-31 $2.9M 88k 33.20
2017-12-31 $1.2M 103k 12.00
2017-09-30 $3.0M 101k 29.60
2017-06-30 $2.8M 101k 28.00
2017-03-31 $2.7M 102k 26.14
2016-12-31 $2.8M 99k 28.29
2016-09-30 $887k 30k 29.24
2016-06-30 $2.8M 98k 28.81
2016-03-31 $2.8M 98k 28.82
2015-12-31 $3.6M 125k 28.62
2015-09-30 $3.2M 112k 28.89
2015-06-30 $3.8M 113k 33.48
2015-03-31 $3.8M 114k 33.89
2014-12-31 $3.5M 107k 32.92
2014-09-30 $2.4M 81k 29.35
2014-06-30 $445k 14k 30.92
2014-03-31 $440k 14k 30.57
2013-12-31 $430k 15k 28.81
2013-09-30 $405k 15k 27.13