Principal Financial Group’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $9.24M | Buy |
162,941
+6,045
| +4% | +$331K | ﹤0.01% | 1369 |
|
|
2025
Q4 | $8.17M | Sell |
156,896
-4,543
| -3% | -$231K | ﹤0.01% | 1423 |
|
|
2025
Q3 | $8.38M | Sell |
161,439
-6,500
| -4% | -$330K | ﹤0.01% | 1383 |
|
|
2025
Q2 | $7.44M | Sell |
167,939
-7,506
| -4% | -$309K | ﹤0.01% | 1399 |
|
|
2025
Q1 | $7.15M | Buy |
175,445
+822
| +0.5% | +$32.1K | ﹤0.01% | 1419 |
|
|
2024
Q4 | $7.18M | Sell |
174,623
-2,551
| -1% | -$103K | ﹤0.01% | 1451 |
|
|
2024
Q3 | $6.51M | Sell |
177,174
-84,133
| -32% | -$2.88M | ﹤0.01% | 1472 |
|
|
2024
Q2 | $8.59M | Sell |
261,307
-39,524
| -13% | -$1.33M | 0.01% | 1342 |
|
|
2024
Q1 | $10.9M | Sell |
300,831
-56,034
| -16% | -$1.97M | 0.01% | 1264 |
|
|
2023
Q4 | $12.1M | Buy |
356,865
+5,636
| +2% | +$184K | 0.01% | 1189 |
|
|
2023
Q3 | $11.9M | Buy |
351,229
+17,262
| +5% | +$595K | 0.01% | 1127 |
|
|
2023
Q2 | $12M | Sell |
333,967
-1,570
| -0.5% | -$60.7K | 0.01% | 1157 |
|
|
2023
Q1 | $13.5M | Buy |
335,537
+1,797
| +0.5% | +$70.5K | 0.01% | 1106 |
|
|
2022
Q4 | $12.1M | Buy |
333,740
+648
| +0.2% | +$22.7K | 0.01% | 1134 |
|
|
2022
Q3 | $11M | Sell |
333,092
-31,977
| -9% | -$1.09M | 0.01% | 1135 |
|
|
2022
Q2 | $11.6M | Sell |
365,069
-67,367
| -16% | -$2.13M | 0.01% | 1175 |
|
|
2022
Q1 | $14.7M | Sell |
432,436
-53,313
| -11% | -$1.81M | 0.01% | 1130 |
|
|
2021
Q4 | $18.3M | Sell |
485,749
-15,034
| -3% | -$521K | 0.01% | 1017 |
|
|
2021
Q3 | $16.3M | Buy |
500,783
+7,665
| +2% | +$250K | 0.01% | 1101 |
|
|
2021
Q2 | $16.7M | Buy |
493,118
+22,342
| +5% | +$711K | 0.01% | 1118 |
|
|
2021
Q1 | $14.7M | Sell |
470,776
-216,841
| -32% | -$6.37M | 0.01% | 1163 |
|
|
2020
Q4 | $19.9M | Buy |
687,617
+12,621
| +2% | +$336K | 0.01% | 777 |
|
|
2020
Q3 | $14.5M | Buy |
674,996
+45,277
| +7% | +$1.07M | 0.01% | 847 |
|
|
2020
Q2 | $14.9M | Buy |
629,719
+259,417
| +70% | +$5.74M | 0.01% | 803 |
|
|
2020
Q1 | $7.05M | Sell |
370,302
-123,119
| -25% | -$3.65M | 0.01% | 1104 |
|
|
2019
Q4 | $16.1M | Sell |
493,421
-23,406
| -5% | -$764K | 0.01% | 966 |
|
|
2019
Q3 | $16.8M | Buy |
516,827
+2,358
| +0.5% | +$77.5K | 0.01% | 899 |
|
|
2019
Q2 | $16.7M | Sell |
514,469
-9,369
| -2% | -$296K | 0.02% | 908 |
|
|
2019
Q1 | $15.4M | Buy |
523,838
+2,424
| +0.5% | +$67.3K | 0.01% | 957 |
|
|
2018
Q4 | $13.8M | Buy |
521,414
+13,314
| +3% | +$331K | 0.01% | 948 |
|
|
2018
Q3 | $12.3M | Buy |
508,100
+18,484
| +4% | +$435K | 0.01% | 1205 |
|
|
2018
Q2 | $11.4M | Sell |
489,616
-16,050
| -3% | -$429K | 0.01% | 1231 |
|
|
2018
Q1 | $16.9M | Buy |
505,666
+17,744
| +4% | +$603K | 0.02% | 901 |
|
|
2017
Q4 | $17.6M | Buy |
487,922
+74,067
| +18% | +$2.4M | 0.02% | 910 |
|
|
2017
Q3 | $12.3M | Buy |
413,855
+13,331
| +3% | +$375K | 0.01% | 1107 |
|
|
2017
Q2 | $11.3M | Buy |
400,524
+16,960
| +4% | +$453K | 0.01% | 1146 |
|
|
2017
Q1 | $10.1M | Buy |
383,564
+10,401
| +3% | +$278K | 0.01% | 1184 |
|
|
2016
Q4 | $10.6M | Sell |
373,163
-1,040
| -0.3% | -$28.8K | 0.01% | 1131 |
|
|
2016
Q3 | $11.1M | Buy |
374,203
+11,690
| +3% | +$366K | 0.01% | 1051 |
|
|
2016
Q2 | $10.4M | Buy |
362,513
+45,150
| +14% | +$1.38M | 0.01% | 1012 |
|
|
2016
Q1 | $9.16M | Buy |
317,363
+13,043
| +4% | +$343K | 0.01% | 1048 |
|
|
2015
Q4 | $8.72M | Buy |
304,320
+7,918
| +3% | +$239K | 0.01% | 1045 |
|
|
2015
Q3 | $8.57M | Sell |
296,402
-1,931
| -0.6% | -$61.9K | 0.01% | 1031 |
|
|
2015
Q2 | $9.99M | Buy |
298,333
+14,054
| +5% | +$484K | 0.01% | 989 |
|
|
2015
Q1 | $9.63M | Buy |
284,279
+10,531
| +4% | +$350K | 0.01% | 1007 |
|
|
2014
Q4 | $9.02M | Buy |
273,748
+34,315
| +14% | +$1.06M | 0.01% | 1037 |
|
|
2014
Q3 | $7.03M | Buy |
239,433
+13,166
| +6% | +$395K | 0.01% | 1136 |
|
|
2014
Q2 | $7M | Buy |
226,267
+2,479
| +1% | +$72.1K | 0.01% | 1183 |
|
|
2014
Q1 | $6.83M | Buy |
223,788
+11,878
| +6% | +$333K | 0.01% | 1167 |
|
|
2013
Q4 | $6.1M | Sell |
211,910
-30,787
| -13% | -$844K | 0.01% | 1223 |
|
|
2013
Q3 | $6.59M | Buy |
242,697
+5,642
| +2% | +$160K | 0.01% | 1078 |
|
|
2013
Q2 | $6.5M | Buy |
+237,055
| New | +$6.01M | 0.01% | 1024 |
|
Other funds holding FHI
VPM
VCM
SDWMA
