Zebra Capital Management’s Federated Hermes FHI Stock Holding History

Zebra 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
2018 Q3	–	Sell	-37,562	Closed	-$876K	–	428
2018 Q2	$876K	Sell	37,562 -9,605	-20%	-$257K	0.37%	118
2018 Q1	$1.57M	Buy	47,167 +1,389	+3%	+$47.2K	0.56%	16
2017 Q4	$1.65M	Sell	45,778 -26,255	-36%	-$850K	0.56%	3
2017 Q3	$2.14M	Sell	72,033 -4,667	-6%	-$131K	0.69%	17
2017 Q2	$2.17M	Sell	76,700 -1,396	-2%	-$37.3K	0.67%	25
2017 Q1	$2.06M	Buy	78,096 +17,779	+29%	+$476K	0.64%	29
2016 Q4	$1.71M	Buy	+60,317	New	+$1.67M	0.52%	55

Other funds holding FHI

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

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

Canada Life Winnipeg, Manitoba, Canada $55.8B AUM 26.04% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

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

SDWMA

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

Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Schroder Investment Management Group London, United Kingdom $122B AUM 29.27% 1-Year Est. Return

Fortis Advisors Wayne, Pennsylvania $200M AUM 28.82% 1-Year Est. Return

Zebra Capital Management's FHI Position: Q3 2018 in Review

Zebra Capital Management sold out of Federated Hermes (FHI) in Q3 2018, closing a stake of 37,562 shares — an estimated $876K sold.

Zebra Capital Management first reported a position in FHI in Q4 2016 and held it in 7 quarters. The position peaked at $2.17M in Q2 2017. 284 funds tracked by Wall St. Rank hold FHI as of Q3 2018.

Zebra Capital Management reported no remaining Federated Hermes position as of Q3 2018 after selling out during the quarter.
Zebra Capital Management sold 37,562 Federated Hermes shares in Q3 2018, an estimated $876K.
Zebra Capital Management first reported a position in Federated Hermes in Q4 2016 and held it in 7 quarters.
Zebra Capital Management's Federated Hermes position peaked at $2.17M in Q2 2017.
284 funds tracked by Wall St. Rank held Federated Hermes as of Q3 2018.

Based on Zebra Capital Management's 13F filing for Q3 2018, filed 14 Nov 2018.