Capital Performance Advisors’s Hertz HTZ Stock Holding History

Capital Performance Advisors’s Portfolio HTZ Stock Details HTZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-260	Closed	-$858	–	1287
2024 Q3	$858	Buy	+260	New	+$908	﹤0.01%	1974

Other funds holding HTZ

KCM

Knighthead Capital Management New York $1.52B AUM 19.8% 1-Year Est. Return

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

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

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

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

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

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CPV Partners Stamford, Connecticut $224M AUM 77.2% 1-Year Est. Return

Capital Performance Advisors's HTZ Position: Q4 2024 in Review

Capital Performance Advisors sold out of Hertz (HTZ) in Q4 2024, closing a stake of 260 shares — an estimated $858 sold.

Capital Performance Advisors first reported a position in HTZ in Q3 2024 and held it in 1 quarter. The position peaked at $858 in Q3 2024. 237 funds tracked by Wall St. Rank hold HTZ as of Q4 2024.

Capital Performance Advisors reported no remaining Hertz position as of Q4 2024 after selling out during the quarter.
Capital Performance Advisors sold 260 Hertz shares in Q4 2024, an estimated $858.
Capital Performance Advisors first reported a position in Hertz in Q3 2024 and held it in 1 quarter.
Capital Performance Advisors's Hertz position peaked at $858 in Q3 2024.
237 funds tracked by Wall St. Rank held Hertz as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.