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Leuthold Group’s Federated Hermes FHI Stock Holding History

Leuthold Group’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
Q3 		– Sell
-17,408
Closed -$406K – 197
2018
Q2 		$406K Sell
17,408
-88,729
-84% -$2.37M 0.04% 185
2018
Q1 		$3.54M Buy
106,137
+5,519
+5% +$188K 0.4% 93
2017
Q4 		$3.63M Sell
100,618
-2,118
-2% -$68.6K 0.36% 111
2017
Q3 		$3.05M Sell
102,736
-2,305
-2% -$64.8K 0.31% 132
2017
Q2 		$2.97M Sell
105,041
-3,631
-3% -$96.9K 0.32% 124
2017
Q1 		$2.86M Sell
108,672
-2,416
-2% -$64.7K 0.31% 132
2016
Q4 		$3.14M Buy
+111,088
New +$3.08M 0.35% 124

Other funds holding FHI

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Canada Life
Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
SDWMA
Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return
Schroder Investment Management Group
Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return
FA
Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return

Leuthold Group's FHI Position: Q3 2018 in Review

Leuthold Group sold out of Federated Hermes (FHI) in Q3 2018, closing a stake of 17,408 shares — an estimated $406K sold.

Leuthold Group first reported a position in FHI in Q4 2016 and held it in 7 quarters. The position peaked at $3.63M in Q4 2017. 284 funds tracked by Wall St. Rank hold FHI as of Q3 2018.

  • Leuthold Group reported no remaining Federated Hermes position as of Q3 2018 after selling out during the quarter.
  • Leuthold Group sold 17,408 Federated Hermes shares in Q3 2018, an estimated $406K.
  • Leuthold Group first reported a position in Federated Hermes in Q4 2016 and held it in 7 quarters.
  • Leuthold Group's Federated Hermes position peaked at $3.63M in Q4 2017.
  • 284 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2018.

Based on Leuthold Group's 13F filing for Q3 2018, filed 14 Nov 2018.