Markel Group’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2016
Q2 | – | Sell |
-739,000
| Closed | -$21.3M | – | 134 |
|
|
2016
Q1 | $21.3M | Sell |
739,000
-25,000
| -3% | -$721K | 0.57% | 43 |
|
|
2015
Q4 | $21.9M | Sell |
764,000
-1,245,000
| -62% | -$35.7M | 0.59% | 42 |
|
|
2015
Q3 | $58.1M | Sell |
2,009,000
-125,000
| -6% | -$3.61M | 1.53% | 20 |
|
|
2015
Q2 | $71.5M | Hold |
2,134,000
| – | – | 1.78% | 16 |
|
|
2015
Q1 | $72.3M | Hold |
2,134,000
| – | – | 1.83% | 15 |
|
|
2014
Q4 | $70.3M | Hold |
2,134,000
| – | – | 1.77% | 17 |
|
|
2014
Q3 | $62.7M | Hold |
2,134,000
| – | – | 1.77% | 16 |
|
|
2014
Q2 | $66M | Hold |
2,134,000
| – | – | 1.88% | 16 |
|
|
2014
Q1 | $65.2M | Sell |
2,134,000
-21,700
| -1% | -$663K | 2% | 16 |
|
|
2013
Q4 | $62.1M | Sell |
2,155,700
-300
| -0% | -$8.64K | 1.96% | 16 |
|
|
2013
Q3 | $58.6M | Hold |
2,156,000
| – | – | 2.01% | 16 |
|
|
2013
Q2 | $59.1M | Buy |
+2,156,000
| New | +$59.1M | 2.11% | 14 |
|