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Winton Capital Management’s Federated Hermes FHI Stock Holding History

Winton 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
2014
Q1 		$1.03M Sell
33,902
-18,491
-35% -$518K 0.01% 528
2013
Q4 		$1.51M Buy
52,393
+21,692
+71% +$595K 0.01% 498
2013
Q3 		$834K Buy
30,701
+868
+3% +$24.7K 0.01% 537
2013
Q2 		$818K Buy
+29,833
New +$756K 0.01% 536

Other funds holding FHI

RA
Royce & Associates New York $12.4B AUM 64.17% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
MAA
Managed Account Advisors Jersey City, New Jersey $121B AUM 7.32% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Kayne Anderson Rudnick Investment Management
Kayne Anderson Rudnick Investment Management Los Angeles, California $32.2B AUM 10.98% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
MG
Markel Group Glen Allen, Virginia $13.1B AUM 15.62% 1-Year Est. Return

Winton Capital Management's FHI Position: Q1 2014 in Review

Winton Capital Management reduced its Federated Hermes (FHI) stake by 35% in Q1 2014, selling an estimated $518K and leaving 33,902 shares worth $1.03M. The position accounts for 0.01% of the portfolio, ranked #528.

Winton Capital Management first reported a position in FHI in Q2 2013 and has held it in 4 quarters since. The position peaked at $1.51M in Q4 2013. 253 funds tracked by Wall St. Rank hold FHI as of Q1 2014.

  • Winton Capital Management held 33,902 shares of Federated Hermes worth $1.03M as of Q1 2014.
  • Winton Capital Management sold 18,491 Federated Hermes shares in Q1 2014, an estimated $518K.
  • Federated Hermes made up 0.01% of Winton Capital Management's portfolio in Q1 2014, its #528 holding.
  • Winton Capital Management first reported a position in Federated Hermes in Q2 2013 and has held it in 4 quarters since.
  • Winton Capital Management's Federated Hermes position peaked at $1.51M in Q4 2013.
  • 253 funds tracked by Wall St. Rank held Federated Hermes as of Q1 2014.

Based on Winton Capital Management's 13F filing for Q1 2014, filed 1 May 2014.