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Eagle Wealth Strategies’s Herc Holdings HRI Stock Holding History

Eagle Wealth Strategies’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
2025
Q1 		– Sell
-1,243
Closed -$235K – 103
2024
Q4 		$235K Buy
+1,243
New +$251K 0.17% 90
2024
Q2 		– Sell
-1,494
Closed -$249K – 94
2024
Q1 		$249K Sell
1,494
-50
-3% -$7.61K 0.2% 79
2023
Q4 		$230K Buy
+1,544
New +$189K 0.14% 83

Other funds holding HRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Eagle Wealth Strategies's HRI Position: Q1 2025 in Review

Eagle Wealth Strategies sold out of Herc Holdings (HRI) in Q1 2025, closing a stake of 1,243 shares — an estimated $235K sold.

Eagle Wealth Strategies first reported a position in HRI in Q4 2023 and held it in 3 quarters. The position peaked at $249K in Q1 2024. 304 funds tracked by Wall St. Rank hold HRI as of Q1 2025.

  • Eagle Wealth Strategies reported no remaining Herc Holdings position as of Q1 2025 after selling out during the quarter.
  • Eagle Wealth Strategies sold 1,243 Herc Holdings shares in Q1 2025, an estimated $235K.
  • Eagle Wealth Strategies first reported a position in Herc Holdings in Q4 2023 and held it in 3 quarters.
  • Eagle Wealth Strategies's Herc Holdings position peaked at $249K in Q1 2024.
  • 304 funds tracked by Wall St. Rank held Herc Holdings as of Q1 2025.

Based on Eagle Wealth Strategies's 13F filing for Q1 2025, filed 14 Apr 2025.