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Evelyn Partners Investment Management Services’s Herc Holdings HRI Stock Holding History

Evelyn Partners Investment Management Services’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 		$25.4K Hold
255
– – ﹤0.01% 210
2025
Q4 		$37.8K Hold
255
– – ﹤0.01% 186
2025
Q3 		$29.7K Sell
255
-547
-68% -$70.6K ﹤0.01% 203
2025
Q2 		$106K Hold
802
– – 0.02% 140
2025
Q1 		$108K Buy
802
+455
+131% +$77.5K 0.02% 130
2024
Q4 		$65.7K Buy
+347
New +$70K 0.01% 153

Other funds holding HRI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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

Evelyn Partners Investment Management Services's HRI Position: Q1 2026 in Review

Evelyn Partners Investment Management Services held its Herc Holdings (HRI) position steady in Q1 2026 at 255 shares worth $25.4K. The position accounts for ﹤0.01% of the portfolio, ranked #210.

Evelyn Partners Investment Management Services first reported a position in HRI in Q4 2024 and has held it in 6 quarters since. The position peaked at $108K in Q1 2025. 301 funds tracked by Wall St. Rank hold HRI as of Q1 2026.

  • Evelyn Partners Investment Management Services held 255 shares of Herc Holdings worth $25.4K as of Q1 2026.
  • Evelyn Partners Investment Management Services left its Herc Holdings share count unchanged in Q1 2026.
  • Herc Holdings made up ﹤0.01% of Evelyn Partners Investment Management Services's portfolio in Q1 2026, its #210 holding.
  • Evelyn Partners Investment Management Services first reported a position in Herc Holdings in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management Services's Herc Holdings position peaked at $108K in Q1 2025.
  • 301 funds tracked by Wall St. Rank held Herc Holdings as of Q1 2026.

Based on Evelyn Partners Investment Management Services's 13F filing for Q1 2026, filed 15 May 2026.