CIM
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CIM Investment Management’s Federated Hermes FHI Stock Holding History

CIM Investment Management’s Portfolio FHI Stock Details FHI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2026
Q1 		$751K Buy
13,251
+6,508
+97% +$356K 0.2% 85
2025
Q4 		$351K Hold
6,743
– – 0.09% 168
2025
Q3 		$350K Sell
6,743
-7,261
-52% -$368K 0.1% 166
2025
Q2 		$598K Buy
14,004
+7,028
+101% +$289K 0.11% 160
2025
Q1 		$284K Sell
6,976
-166
-2% -$6.48K 0.07% 187
2024
Q4 		$294K Hold
7,142
– – 0.09% 190
2024
Q3 		$263K Hold
7,142
– – 0.08% 198
2024
Q2 		$235K Sell
7,142
-1,697
-19% -$56.9K 0.07% 208
2024
Q1 		$319K Hold
8,839
– – 0.1% 202
2023
Q4 		$299K Hold
8,839
– – 0.1% 201
2023
Q3 		$299K Hold
8,839
– – 0.11% 183
2023
Q2 		$317K Sell
8,839
-4,418
-33% -$171K 0.11% 176
2023
Q1 		$532K Buy
13,257
+455
+4% +$17.9K 0.2% 113
2022
Q4 		$465K Hold
12,802
– – 0.18% 122
2022
Q3 		$424K Hold
12,802
– – 0.19% 117
2022
Q2 		$407K Hold
12,802
– – 0.17% 129
2022
Q1 		$436K Sell
12,802
-1,492
-10% -$50.8K 0.15% 139
2021
Q4 		$537K Buy
14,294
+3,307
+30% +$115K 0.16% 133
2021
Q3 		$357K Hold
10,987
– – 0.11% 173
2021
Q2 		$373K Hold
10,987
– – 0.12% 175
2021
Q1 		$344K Sell
10,987
-6,474
-37% -$190K 0.11% 181
2020
Q4 		$504K Hold
17,461
– – 0.16% 119
2020
Q3 		$376K Buy
17,461
+254
+1% +$6.02K 0.14% 136
2020
Q2 		$408K Buy
+17,207
New +$381K 0.16% 125
2018
Q4 		– Sell
-18,242
Closed -$440K – 304
2018
Q3 		$440K Buy
18,242
+4,044
+28% +$95.1K 0.16% 180
2018
Q2 		$331K Buy
+14,198
New +$379K 0.11% 264

Other funds holding FHI

BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Vanguard Portfolio Management
Vanguard Portfolio Management Malvern, Pennsylvania $2.22T AUM
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.68T AUM
LSV Asset Management
LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

CIM Investment Management's FHI Position: Q1 2026 in Review

CIM Investment Management increased its Federated Hermes (FHI) stake by 97% in Q1 2026, buying an estimated $356K and bringing the position to 13,251 shares worth $751K. The position accounts for 0.2% of the portfolio, ranked #85.

CIM Investment Management first reported a position in FHI in Q2 2018 and has held it in 26 quarters since. 401 funds tracked by Wall St. Rank hold FHI as of Q1 2026.

  • CIM Investment Management held 13,251 shares of Federated Hermes worth $751K as of Q1 2026.
  • CIM Investment Management bought 6,508 Federated Hermes shares in Q1 2026, an estimated $356K.
  • Federated Hermes made up 0.2% of CIM Investment Management's portfolio in Q1 2026, its #85 holding.
  • CIM Investment Management first reported a position in Federated Hermes in Q2 2018 and has held it in 26 quarters since.
  • 401 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2026.

Based on CIM Investment Management's 13F filing for Q1 2026, filed 19 May 2026.