Winton Group’s Federated Hermes FHI Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2025
Q1 | – | Sell |
-101,072
| Closed | -$4.16M | – | 708 |
|
2024
Q4 | $4.16M | Buy |
+101,072
| New | +$4.16M | 0.28% | 106 |
|
2023
Q2 | – | Sell |
-18,334
| Closed | -$736K | – | 888 |
|
2023
Q1 | $736K | Buy |
18,334
+5,675
| +45% | +$228K | 0.04% | 548 |
|
2022
Q4 | $460K | Buy |
+12,659
| New | +$460K | 0.03% | 658 |
|
2021
Q3 | – | Sell |
-18,349
| Closed | -$622K | – | 1383 |
|
2021
Q2 | $622K | Buy |
18,349
+1,412
| +8% | +$47.9K | 0.03% | 796 |
|
2021
Q1 | $530K | Buy |
+16,937
| New | +$530K | 0.03% | 853 |
|
2019
Q3 | – | Sell |
-12,716
| Closed | -$413K | – | 1579 |
|
2019
Q2 | $413K | Buy |
+12,716
| New | +$413K | 0.01% | 751 |
|
2017
Q4 | – | Sell |
-72,938
| Closed | -$2.17M | – | 672 |
|
2017
Q3 | $2.17M | Buy |
+72,938
| New | +$2.17M | 0.07% | 314 |
|
2015
Q1 | – | Sell |
-13,034
| Closed | -$429K | – | 445 |
|
2014
Q4 | $429K | Sell |
13,034
-4,172
| -24% | -$137K | 0.01% | 554 |
|
2014
Q3 | $505K | Buy |
17,206
+280
| +2% | +$8.22K | ﹤0.01% | 586 |
|
2014
Q2 | $523K | Buy |
+16,926
| New | +$523K | ﹤0.01% | 592 |
|