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 $6.73T AUM 46.02% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

AQR Capital Management Greenwich, Connecticut $287B AUM 42.33% 1-Year Est. Return

Charles Schwab San Francisco, California $751B AUM 38.74% 1-Year Est. Return

LSV Asset Management Chicago, Illinois $55.1B AUM 45.38% 1-Year Est. Return

Fuller & Thaler Asset Management San Mateo, California $36.7B AUM 74.15% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

SDWMA

Schneider Downs Wealth Management Advisors Pittsburgh, Pennsylvania $1.06B AUM 19.96% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Winton Group's FHI Position: Q4 2025 in Review

Winton Group sold out of Federated Hermes (FHI) in Q4 2025, closing a stake of 120,913 shares — an estimated $6.28M sold.

Winton Group first reported a position in FHI in Q2 2014 and held it in 11 quarters. The position peaked at $6.28M in Q3 2025. 382 funds tracked by Wall St. Rank hold FHI as of Q4 2025.

Winton Group reported no remaining Federated Hermes position as of Q4 2025 after selling out during the quarter.
Winton Group sold 120,913 Federated Hermes shares in Q4 2025, an estimated $6.28M.
Winton Group first reported a position in Federated Hermes in Q2 2014 and held it in 11 quarters.
Winton Group's Federated Hermes position peaked at $6.28M in Q3 2025.
382 funds tracked by Wall St. Rank held Federated Hermes as of Q4 2025.

Based on Winton Group's 13F filing for Q4 2025, filed 11 Feb 2026.