Winton Group’s Federated Hermes FHI Stock Holding History

Winton 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
2025 Q4	–	Sell	-120,913	Closed	-$6.28M	–	986
2025 Q3	$6.28M	Buy	+120,913	New	+$6.13M	0.24%	121
2025 Q1	–	Sell	-101,072	Closed	-$4.16M	–	708
2024 Q4	$4.16M	Buy	+101,072	New	+$4.08M	0.28%	106
2023 Q2	–	Sell	-18,334	Closed	-$736K	–	888
2023 Q1	$736K	Buy	18,334 +5,675	+45%	+$223K	0.04%	548
2022 Q4	$460K	Buy	+12,659	New	+$444K	0.03%	658
2021 Q3	–	Sell	-18,349	Closed	-$622K	–	1383
2021 Q2	$622K	Buy	18,349 +1,412	+8%	+$45K	0.03%	796
2021 Q1	$530K	Buy	+16,937	New	+$498K	0.03%	853
2019 Q3	–	Sell	-12,716	Closed	-$413K	–	1579
2019 Q2	$413K	Buy	+12,716	New	+$402K	0.01%	751
2017 Q4	–	Sell	-72,938	Closed	-$2.17M	–	672
2017 Q3	$2.17M	Buy	+72,938	New	+$2.05M	0.07%	314
2015 Q1	–	Sell	-13,034	Closed	-$429K	–	445
2014 Q4	$429K	Sell	13,034 -4,172	-24%	-$129K	0.01%	554
2014 Q3	$505K	Buy	17,206 +280	+2%	+$8.39K	﹤0.01%	586
2014 Q2	$523K	Buy	+16,926	New	+$492K	﹤0.01%	592

Other funds holding FHI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

AQR Capital Management

AQR Capital Management Greenwich, Connecticut $218B AUM 29.41% 1-Year Est. Return

Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

LSV Asset Management

LSV Asset Management Chicago, Illinois $46.4B AUM 27.74% 1-Year Est. Return

Fuller & Thaler Asset Management

Fuller & Thaler Asset Management San Mateo, California $29.7B AUM 43.33% 1-Year Est. Return

Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $907M AUM 19.33% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return