EF
HRI icon

Empowered Funds’s Herc Holdings HRI Stock Holding History

Empowered Funds’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
2026
Q1 		$498K Sell
5,001
-526
-10% -$75K ﹤0.01% 1647
2025
Q4 		$820K Buy
5,527
+1,775
+47% +$243K 0.01% 674
2025
Q3 		$438K Buy
3,752
+400
+12% +$51.6K ﹤0.01% 1454
2025
Q2 		$441K Buy
+3,352
New +$407K 0.01% 1367
2025
Q1 		– Sell
-29,171
Closed -$5.52M – 1694
2024
Q4 		$5.52M Buy
+29,171
New +$5.88M 0.08% 350

Other funds holding HRI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $653B AUM 32.41% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return