CIM
FHI icon

Contravisory Investment Management’s Federated Hermes FHI Stock Holding History

Contravisory 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
2025
Q4 		– Sell
-225
Closed -$11.7K – 388
2025
Q3 		$11.7K Hold
225
– – ﹤0.01% 343
2025
Q2 		$9.97K Hold
225
– – ﹤0.01% 335
2025
Q1 		$9.17K Hold
225
– – ﹤0.01% 340
2024
Q4 		$9.25K Buy
+225
New +$9.09K ﹤0.01% 323
2023
Q3 		– Sell
-425
Closed -$15.2K – 345
2023
Q2 		$15.2K Hold
425
– – ﹤0.01% 254
2023
Q1 		$17.1K Buy
425
+271
+176% +$10.6K ﹤0.01% 253
2022
Q4 		$5.59K Hold
154
– – ﹤0.01% 277
2022
Q3 		$5K Hold
154
– – ﹤0.01% 276
2022
Q2 		$5K Hold
154
– – ﹤0.01% 279
2022
Q1 		$5K Buy
+154
New +$5.24K ﹤0.01% 296

Other funds holding FHI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
AQR Capital Management
AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return
LSV Asset Management
LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return
Fuller & Thaler Asset Management
Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return