Numeric Investors’s Federated Hermes FHI Stock Holding History

Numeric Investors’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
2017 Q4	$1.71M	Buy	47,400 +34,900	+279%	+$1.13M	0.01%	661
2017 Q3	$371K	Buy	12,500 +3,900	+45%	+$110K	﹤0.01%	940
2017 Q2	$243K	Buy	+8,600	New	+$230K	﹤0.01%	961
2015 Q3	–	Sell	-10,800	Closed	-$362K	–	1034
2015 Q2	$362K	Sell	10,800 -1,800	-14%	-$62K	﹤0.01%	731
2015 Q1	$427K	Buy	+12,600	New	+$418K	0.01%	664

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

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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

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

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

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Numeric Investors's FHI Position: Q4 2017 in Review

Numeric Investors increased its Federated Hermes (FHI) stake by 279% in Q4 2017, buying an estimated $1.13M and bringing the position to 47,400 shares worth $1.71M. The position accounts for 0.01% of the portfolio, ranked #661.

Numeric Investors first reported a position in FHI in Q1 2015 and has held it in 5 quarters since. 312 funds tracked by Wall St. Rank hold FHI as of Q4 2017.

Numeric Investors held 47,400 shares of Federated Hermes worth $1.71M as of Q4 2017.
Numeric Investors bought 34,900 Federated Hermes shares in Q4 2017, an estimated $1.13M.
Federated Hermes made up 0.01% of Numeric Investors's portfolio in Q4 2017, its #661 holding.
Numeric Investors first reported a position in Federated Hermes in Q1 2015 and has held it in 5 quarters since.
312 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2017.

Based on Numeric Investors's 13F filing for Q4 2017, filed 14 Feb 2018.