Boxwood Ventures, Inc. FHI — Federated Hermes Inc

Ownership history in Boxwood Ventures, Inc.  ·  9 quarters on record

AI Ownership Summary

Boxwood Ventures, Inc. reported Federated Hermes Inc (FHI) in 9 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 2.5% in 2024 Q2. The latest visible filing shows FHI at 0.70% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this FHI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was Boxwood Ventures, Inc.'s position in Federated Hermes Inc, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

FHI was reported at 0.70% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
2.5% in 2024 Q2

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q1 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

FHI stock page Boxwood Ventures, Inc. fund profile Boxwood Ventures, Inc. full holdings
How Boxwood Ventures, Inc. held FHI — position size vs. price
% of Fund (quarterly)    FHI price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 9 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 11,613 — 0% 0.70% $659K 2026-05-11 $55.72
2025 Q4 UNCHANGED — — — 11,613 — 0% 0.61% $605K 2026-02-10 $53.95
2025 Q3 UNCHANGED — — — 11,613 — 0% 0.67% $603K 2025-11-14 $48.50
2025 Q2 UNCHANGED — — — 11,613 — 0% 0.67% $515K 2025-08-12 $51.13
2025 Q1 REDUCED 11.5% +9.6% ❌ 11,613 -1,511 -11.5% 0.68% $473K 2025-05-09 $41.65
2024 Q4 UNCHANGED — — — 13,124 — 0% 0.72% $540K 2025-02-12 $36.68
2024 Q3 REDUCED 72.2% +12.2% ❌ 13,124 -34,142 -72.2% 0.75% $483K 2024-11-14 $40.24
2024 Q2 ADDED — — — 47,266 +30,901 +188.8% 2.50% $1.6M 2024-08-14 $31.35
2024 Q1 INITIATED — — — 16,365 — — 1.04% $591K 2024-05-13 $30.97

🏢 Other funds also holding FHI

As of 2026 Q1 — sorted by position size

Schneider Downs Wealth Management Advisors, LP 3Y 7Y 17.06% Factorial Partners, LLC 3Y 7Y 6.31% CONTINENTAL ADVISORS LLC 3Y 7Y 3.37% FOUNDATION RESOURCE MANAGEMENT INC 3Y 7Y 2.47% VISTA INVESTMENT PARTNERS II, LLC 1.4% Murphy Pohlad Asset Management LLC 3Y 7Y 1.37% VISTA INVESTMENT PARTNERS LLC 1.32% Taylor Frigon Capital Management LLC 3Y 7Y 1.21% Kendall Capital Management 3Y 7Y 1.12% Verdad Advisers, LP 3Y 0.88%

FAQ About Boxwood Ventures, Inc. and FHI

These are the practical questions this page is built to answer before you even open the full history table.

How long has Boxwood Ventures, Inc. reported owning FHI?

Boxwood Ventures, Inc. reported FHI across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported FHI position in Boxwood Ventures, Inc.'s portfolio?

The largest reported portfolio weight for FHI was 2.50% in 2024 Q2.

What is the latest reported FHI position on this page?

The most recent filing on this page is 2026 Q1, when Boxwood Ventures, Inc. reported 11,613 shares, equal to 0.70% of portfolio, with an estimated market value of $659K.

What does the chart on this FHI ownership page compare?

The chart compares Boxwood Ventures, Inc.'s quarterly FHI portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did Boxwood Ventures, Inc. time their FHI position?

Based on 13F filing dates vs. subsequent FHI price moves, Boxwood Ventures, Inc. correctly timed 3 out of 4 reported position changes (75%). The annualised alpha on FHI relative to SPY over the holding period was +11.3%.

← Back to Boxwood Ventures, Inc. Holdings