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Alera Investment Advisors’s Herc Holdings HRI Stock Holding History

Alera Investment Advisors’s Portfolio HRI Stock Details HRI Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2019
Q2 		– Sell
-25
Closed -$1K – 478
2019
Q1 		$1K Sell
25
-8
-24% -$302 ﹤0.01% 970
2018
Q4 		$1K Buy
+33
New +$1.15K ﹤0.01% 920

Other funds holding HRI

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
NTCM
Nut Tree Capital Management New York $245M AUM 34.1% 1-Year Est. Return
SCM
Schneider Capital Management Berwyn, Pennsylvania $175M AUM 42.51% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Alera Investment Advisors's HRI Position: Q2 2019 in Review

Alera Investment Advisors sold out of Herc Holdings (HRI) in Q2 2019, closing a stake of 25 shares — an estimated $1K sold.

Alera Investment Advisors first reported a position in HRI in Q4 2018 and held it in 2 quarters. The position peaked at $1K in Q1 2019. 170 funds tracked by Wall St. Rank hold HRI as of Q2 2019.

  • Alera Investment Advisors reported no remaining Herc Holdings position as of Q2 2019 after selling out during the quarter.
  • Alera Investment Advisors sold 25 Herc Holdings shares in Q2 2019, an estimated $1K.
  • Alera Investment Advisors first reported a position in Herc Holdings in Q4 2018 and held it in 2 quarters.
  • Alera Investment Advisors's Herc Holdings position peaked at $1K in Q1 2019.
  • 170 funds tracked by Wall St. Rank held Herc Holdings as of Q2 2019.

Based on Alera Investment Advisors's 13F filing for Q2 2019, filed 7 Aug 2019.