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David A. Lorber’s Herc Holdings HRI Stock Holding History

David A. Lorber’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
2013
Q4 		– Sell
-10,937
Closed -$727K – 39
2013
Q3 		$727K Buy
10,937
+5,952
+119% +$456K 1.33% 18
2013
Q2 		$371K Buy
+4,985
New +$364K 1.3% 21

Other funds holding HRI

Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
U
UBS Zurich, Switzerland $136B AUM 16.36% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
YCMGA
York Capital Management Global Advisors New York $87.8M AUM 45.55% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
CWAM
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
SIM
SRS Investment Management New York $10.8B AUM 34.05% 1-Year Est. Return

David A. Lorber's HRI Position: Q4 2013 in Review

David A. Lorber sold out of Herc Holdings (HRI) in Q4 2013, closing a stake of 10,937 shares — an estimated $727K sold.

David A. Lorber first reported a position in HRI in Q2 2013 and held it in 2 quarters. The position peaked at $727K in Q3 2013. 475 funds tracked by Wall St. Rank hold HRI as of Q4 2013.

  • David A. Lorber reported no remaining Herc Holdings position as of Q4 2013 after selling out during the quarter.
  • David A. Lorber sold 10,937 Herc Holdings shares in Q4 2013, an estimated $727K.
  • David A. Lorber first reported a position in Herc Holdings in Q2 2013 and held it in 2 quarters.
  • David A. Lorber's Herc Holdings position peaked at $727K in Q3 2013.
  • 475 funds tracked by Wall St. Rank held Herc Holdings as of Q4 2013.

Based on David A. Lorber's 13F filing for Q4 2013, filed 14 Feb 2014.