Robert Millen - Jensen Investment Management
Holding/activity history for Federated Investors Inc. (FHI)
← All FHI superinvestors
| Period | Shares | % of Portfolio | Activity | % Change to Portfolio | Price | Value | Filing |
|---|---|---|---|---|---|---|---|
| 2019 Q3 | 0 | 0.00 | Sell 100.00% | <0.01 | $31.10–35.98 · VW $33.30i | SEC | |
| 2019 Q2 | 11,950 | <0.01 | Reduce 42.69% | <0.01 | $29.40–33.77 · VW $31.35i | $388,000 | SEC |
| 2019 Q1 | 20,850 | 0.01 | $29.30 | $611,000 | SEC | ||
| 2018 Q4 | 20,850 | 0.01 | $26.57 | $554,000 | SEC | ||
| 2018 Q3 | 20,850 | 0.01 | $24.12 | $503,000 | SEC | ||
| 2018 Q2 | 20,850 | 0.01 | Add 44.09% | <0.01 | $22.82–33.47 · VW $25.70i | $486,000 | SEC |
| 2018 Q1 | 14,470 | 0.01 | Add 29.20% | <0.01 | $31.07–36.76 · VW $33.94i | $483,000 | SEC |
| 2017 Q4 | 11,200 | 0.01 | Buy | 0.01 | $29.66–36.67 · VW $32.87i | $404,000 | SEC |
| 2014 Q4 | 0 | 0.00 | Sell 100.00% | 0.01 | $26.99–33.96 · VW $31.02i | SEC | |
| 2014 Q3 | 16,840 | 0.01 | Add 1.20% | <0.01 | $27.80–31.50 · VW $29.71i | $494,000 | SEC |
| 2014 Q2 | 16,640 | 0.01 | Reduce 14.32% | <0.01 | $26.82–31.48 · VW $29.19i | $515,000 | SEC |
| 2014 Q1 | 19,420 | 0.01 | Add 5.77% | <0.01 | $25.63–31.20 · VW $28.33i | $593,000 | SEC |
| 2013 Q4 | 18,360 | 0.01 | Add 20.87% | <0.01 | $25.50–28.98 · VW $27.56i | $529,000 | SEC |
| 2013 Q3 | 15,190 | 0.01 | Reduce 32.91% | <0.01 | $26.71–30.87 · VW $28.34i | $413,000 | SEC |
| 2013 Q2 | 22,640 | 0.01 | Add 35.33% | <0.01 | $21.92–29.08 · VW $25.53i | $621,000 | SEC |
| 2013 Q1 | 16,730 | <0.01 | Reduce 2.68% | <0.01 | $20.68–25.32 · VW $23.39i | $395,000 | SEC |
| 2012 Q4 | 17,190 | <0.01 | Reduce 1.83% | <0.01 | $18.28–23.48 · VW $20.77i | $347,000 | SEC |
| 2012 Q3 | 17,510 | <0.01 | Reduce 1.02% | <0.01 | $19.32–22.31 · VW $20.83i | $362,000 | SEC |
| 2012 Q2 | 17,690 | <0.01 | Reduce 18.78% | <0.01 | $18.54–23.23 · VW $21.24i | $386,000 | SEC |
| 2012 Q1 | 21,780 | <0.01 | Reduce 9.63% | <0.01 | $15.45–23.89 · VW $19.33i | $488,000 | SEC |
| 2011 Q4 | 24,100 | <0.01 | Add 5.42% | <0.01 | $14.36–22.39 · VW $17.03i | $365,000 | SEC |
| 2011 Q3 | 22,860 | <0.01 | Add 36.40% | <0.01 | $16.01–24.54 · VW $19.03i | $400,000 | SEC |
| 2011 Q2 | 16,760 | <0.01 | Add 21.71% | <0.01 | $23.43–27.11 · VW $25.31i | $399,000 | SEC |
| 2011 Q1 | 13,770 | <0.01 | Add 3.07% | <0.01 | $24.93–28.57 · VW $27.03i | $368,000 | SEC |
| 2010 Q4 | 13,360 | <0.01 | Add 20.80% | <0.01 | $22.76–27.02 · VW $24.74i | $350,000 | SEC |
| 2010 Q3 | 11,060 | <0.01 | Buy | <0.01 | $20.01–23.54 · VW $21.40i | $252,000 | SEC |
| 2009 Q4 | 0 | 0.00 | Sell 100.00% | <0.01 | $24.76–28.31 · VW $26.55i | SEC | |
| 2009 Q3 | 3,550 | <0.01 | Reduce 16.47% | <0.01 | $22.35–27.50 · VW $25.66i | $94,000 | SEC |
| 2009 Q2 | 4,250 | <0.01 | Reduce 2.30% | <0.01 | $21.08–26.85 · VW $23.67i | $102,000 | SEC |
| 2009 Q1 | 4,350 | <0.01 | Add 12.11% | <0.01 | $16.10–23.21 · VW $19.90i | $97,000 | SEC |
| 2008 Q4 | 3,880 | <0.01 | Add 14.12% | <0.01 | $15.80–29.59 · VW $21.06i | $66,000 | SEC |
| 2008 Q3 | 3,400 | <0.01 | Add 165.63% | <0.01 | $17.17–36.63 · VW $30.44i | $98,000 | SEC |
| 2008 Q2 | 1,280 | <0.01 | Buy | <0.01 | $32.30–41.45 · VW $35.82i | $44,000 | SEC |