Gator Capital Management’s Federated Hermes FHI Stock Holding History

Gator Capital 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
2018 Q4	$425K	Sell	16,000 -4,000	-20%	-$99.4K	0.66%	39
2018 Q3	$482K	Sell	20,000 -2,000	-9%	-$47K	0.5%	57
2018 Q2	$513K	Buy	+22,000	New	+$588K	0.59%	46
2015 Q4	$1.04M	Sell	36,465 -4,192	-10%	-$127K	1.81%	25
2015 Q3	$1.18M	Sell	40,657 -1,161	-3%	-$37.2K	1.93%	23
2015 Q2	$1.4M	Sell	41,818 -2,564	-6%	-$88.4K	1.92%	23
2015 Q1	$1.5M	Sell	44,382 -5,634	-11%	-$187K	2.11%	19
2014 Q4	$1.64M	Buy	+50,016	New	+$1.55M	2.05%	22

Other funds holding FHI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return

Gator Capital Management's FHI Position: Q4 2018 in Review

Gator Capital Management reduced its Federated Hermes (FHI) stake by 20% in Q4 2018, selling an estimated $99.4K and leaving 16,000 shares worth $425K. The position accounts for 0.66% of the portfolio, ranked #39.

Gator Capital Management first reported a position in FHI in Q4 2014 and has held it in 8 quarters since. The position peaked at $1.64M in Q4 2014. 284 funds tracked by Wall St. Rank hold FHI as of Q4 2018.

Gator Capital Management held 16,000 shares of Federated Hermes worth $425K as of Q4 2018.
Gator Capital Management sold 4,000 Federated Hermes shares in Q4 2018, an estimated $99.4K.
Federated Hermes made up 0.66% of Gator Capital Management's portfolio in Q4 2018, its #39 holding.
Gator Capital Management first reported a position in Federated Hermes in Q4 2014 and has held it in 8 quarters since.
Gator Capital Management's Federated Hermes position peaked at $1.64M in Q4 2014.
284 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2018.

Based on Gator Capital Management's 13F filing for Q4 2018, filed 31 Jan 2019.