Convergence Investment Partners’s Federated Hermes FHI Stock Holding History

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q4	–	Sell	-36,535	Closed	-$1.9M	–	269
2025 Q3	$1.9M	Sell	36,535 -2,592	-7%	-$131K	0.43%	71
2025 Q2	$1.73M	Buy	+39,127	New	+$1.61M	0.44%	75
2018 Q3	–	Sell	-110,697	Closed	-$2.58M	–	327
2018 Q2	$2.58M	Buy	110,697 +54,758	+98%	+$1.46M	0.36%	110
2018 Q1	$1.87M	Buy	55,939 +1,767	+3%	+$60K	0.24%	141
2017 Q4	$1.96M	Sell	54,172 -971	-2%	-$31.4K	0.26%	137
2017 Q3	$1.64M	Sell	55,143 -357	-0.6%	-$10K	0.23%	166
2017 Q2	$1.57M	Buy	+55,500	New	+$1.48M	0.23%	173
2014 Q3	–	Sell	-33,280	Closed	-$1.03M	–	382
2014 Q2	$1.03M	Buy	33,280 +810	+2%	+$23.5K	0.14%	229
2014 Q1	$992K	Buy	32,470 +1,408	+5%	+$39.5K	0.15%	197
2013 Q4	$895K	Buy	31,062 +5,378	+21%	+$148K	0.15%	184
2013 Q3	$698K	Buy	25,684 +2,472	+11%	+$70.3K	0.15%	180
2013 Q2	$636K	Buy	+23,212	New	+$589K	0.17%	172