CIM INVESTMENT MANAGEMENT INC FHI — Federated Inv - Cl B COM

Ownership history in CIM INVESTMENT MANAGEMENT INC  ·  38 quarters on record

AI Ownership Summary

CIM INVESTMENT MANAGEMENT INC reported Federated Inv - Cl B COM (FHI) in 38 quarterly 13F filings from 2024 Q1 through 2026 Q1. Peak portfolio weight reached 0.2% in 2026 Q1. The latest visible filing shows FHI at 0.20% 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. Older history is available after unlock; the visible window still shows the most recent pattern.

What this FHI ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CIM INVESTMENT MANAGEMENT INC's position in Federated Inv - Cl B COM, 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 0.20% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.2% in 2026 Q1

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 CIM INVESTMENT MANAGEMENT INC fund profile CIM INVESTMENT MANAGEMENT INC full holdings
How CIM INVESTMENT MANAGEMENT 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 ADDED — — — 13,251 +6,508 +96.5% 0.20% $751K 2026-05-19 $53.72
2025 Q4 UNCHANGED — — — 6,743 — 0% 0.09% $351K 2026-02-17 $54.50
2025 Q3 REDUCED 51.8% +4.4% ❌ 6,743 -7,261 -51.8% 0.10% $350K 2025-11-18 $47.71
2025 Q2 ADDED — — — 14,004 +7,028 +100.7% 0.11% $598K 2025-08-22 $52.45
2025 Q1 REDUCED — — — 6,976 -166 -2.3% 0.06% $284K 2025-06-02 $41.03
2024 Q4 UNCHANGED — — — 7,142 — 0% 0.09% $294K 2025-02-13 $37.07
2024 Q3 UNCHANGED — — — 7,142 — 0% 0.08% $263K 2024-11-25 $40.83
2024 Q2 REDUCED 19.2% +12.9% ❌ 7,142 -1,697 -19.2% 0.07% $235K 2024-08-15 $31.59
2024 Q1 UNCHANGED — — — 8,839 — 0% 0.10% $319K 2024-05-07 $30.19
29 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding FHI

As of 2026 Q2 — sorted by position size

CONTINENTAL ADVISORS LLC 3Y 7Y 2.62% FOUNDATION RESOURCE MANAGEMENT INC 3Y 7Y 2.44% Murphy Pohlad Asset Management LLC 3Y 7Y 1.28% VISTA INVESTMENT PARTNERS LLC 1.19% VISTA INVESTMENT PARTNERS II, LLC 1.18% SPROTT INC. 3Y 7Y 0.9% Alpha Omega Wealth Management LLC 3Y 7Y 0.76% Taylor Frigon Capital Management LLC 3Y 7Y 0.71% 1620 INVESTMENT ADVISORS, INC. 3Y 0.59% Stirlingshire Investments, Inc. 0.48%

FAQ About CIM INVESTMENT MANAGEMENT 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 CIM INVESTMENT MANAGEMENT INC reported owning FHI?

CIM INVESTMENT MANAGEMENT INC reported FHI across 9 quarterly 13F filings, from 2024 Q1 through 2026 Q1.

What was the largest reported FHI position in CIM INVESTMENT MANAGEMENT INC's portfolio?

The largest reported portfolio weight for FHI was 0.20% in 2026 Q1.

What is the latest reported FHI position on this page?

The most recent filing on this page is 2026 Q1, when CIM INVESTMENT MANAGEMENT INC reported 13,251 shares, equal to 0.20% of portfolio, with an estimated market value of $751K.

What does the chart on this FHI ownership page compare?

The chart compares CIM INVESTMENT MANAGEMENT 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 CIM INVESTMENT MANAGEMENT INC time their FHI position?

Based on 13F filing dates vs. subsequent FHI price moves, CIM INVESTMENT MANAGEMENT INC correctly timed 12 out of 25 reported position changes (48%). The annualised alpha on FHI relative to SPY over the holding period was +1.0%.

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