Convergence Investment Partners’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | $1.73M | Buy |
+39,127
| New | +$1.73M | 0.44% | 75 |
|
|
2018
Q3 | – | Sell |
-110,697
| Closed | -$2.58M | – | 327 |
|
|
2018
Q2 | $2.58M | Buy |
110,697
+54,758
| +98% | +$1.28M | 0.36% | 110 |
|
|
2018
Q1 | $1.87M | Buy |
55,939
+1,767
| +3% | +$59K | 0.24% | 141 |
|
|
2017
Q4 | $1.96M | Sell |
54,172
-971
| -2% | -$35K | 0.26% | 137 |
|
|
2017
Q3 | $1.64M | Sell |
55,143
-357
| -0.6% | -$10.6K | 0.23% | 166 |
|
|
2017
Q2 | $1.57M | Buy |
+55,500
| New | +$1.57M | 0.23% | 173 |
|
|
2014
Q3 | – | Sell |
-33,280
| Closed | -$1.03M | – | 382 |
|
|
2014
Q2 | $1.03M | Buy |
33,280
+810
| +2% | +$25K | 0.14% | 229 |
|
|
2014
Q1 | $992K | Buy |
32,470
+1,408
| +5% | +$43K | 0.15% | 197 |
|
|
2013
Q4 | $895K | Buy |
31,062
+5,378
| +21% | +$155K | 0.15% | 184 |
|
|
2013
Q3 | $698K | Buy |
25,684
+2,472
| +11% | +$67.2K | 0.15% | 180 |
|
|
2013
Q2 | $636K | Buy |
+23,212
| New | +$636K | 0.17% | 172 |
|