Creative Planning
HTZ

Creative Planning’s Hertz Global Holdings, Inc. HTZ Stock Holding History

Creative Planning’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
2020
Q4 		– Sell
-24,756
Closed -$27K – 2518
2020
Q3 		$27K Sell
24,756
-11,011
-31% -$15.9K ﹤0.01% 1959
2020
Q2 		$50K Sell
35,767
-55,660
-61% -$177K ﹤0.01% 1766
2020
Q1 		$565K Sell
91,427
-30,000
-25% -$406K ﹤0.01% 880
2019
Q4 		$1.91M Buy
121,427
+2,440
+2% +$36.6K 0.01% 528
2019
Q3 		$1.65M Buy
118,987
+29,925
+34% +$422K 0.01% 555
2019
Q2 		$1.42M Sell
89,062
-13,546
-13% -$204K ﹤0.01% 610
2019
Q1 		$1.55M Buy
102,608
+86
+0.1% +$1.25K 0.01% 556
2018
Q4 		$1.22M Buy
102,522
+2,878
+3% +$40.4K 0.01% 599
2018
Q3 		$1.41M Buy
99,644
+484
+0.5% +$7.28K 0.01% 608
2018
Q2 		$1.32M Sell
99,160
-6,981
-7% -$113K 0.01% 602
2018
Q1 		$1.83M Sell
106,141
-54
-0.1% -$989 0.01% 488
2017
Q4 		$2.04M Sell
106,195
-9,323
-8% -$180K 0.01% 452
2017
Q3 		$2.24M Sell
115,518
-26,243
-19% -$414K 0.01% 426
2017
Q2 		$1.42M Buy
141,761
+129,214
+1,030% +$1.39M 0.01% 550
2017
Q1 		$191K Sell
12,547
-820
-6% -$14.9K ﹤0.01% 1522
2016
Q4 		$250K Buy
13,367
+701
+6% +$17.5K ﹤0.01% 1288
2016
Q3 		$442K Buy
12,666
+12,545
+10,368% +$525K ﹤0.01% 957
2016
Q2 		$5K Buy
+121
New +$4.54K ﹤0.01% 3682

Other funds holding HTZ

Barclays
Barclays London, United Kingdom $280B AUM 33.63% 1-Year Est. Return
HP
Hosking Partners London, United Kingdom $2.79B AUM 58.33% 1-Year Est. Return
UMC
United Maritime Capital New York $15.2M AUM 45.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
AMG
Advisors Management Group La Crosse, Wisconsin $549M AUM 29.35% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
IIA
IPG Investment Advisors San Diego, California $582M AUM 33.22% 1-Year Est. Return
LWM
Laidlaw Wealth Management New York City, New York $28.8M AUM 37.7% 1-Year Est. Return
EWM
Edge Wealth Management New York $594M AUM 24.92% 1-Year Est. Return
IA
IFP Advisors Tampa, Florida $4.82B AUM 20.19% 1-Year Est. Return