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

Evelyn Partners Investment Management’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 		$59K Sell
593
-12,678
-96% -$1.81M ﹤0.01% 269
2025
Q4 		$1.97M Sell
13,271
-794
-6% -$109K 0.05% 107
2025
Q3 		$1.64M Sell
14,065
-7,673
-35% -$990K 0.05% 112
2025
Q2 		$2.86M Sell
21,738
-5,960
-22% -$723K 0.09% 92
2025
Q1 		$3.72M Sell
27,698
-364
-1% -$62K 0.12% 81
2024
Q4 		$5.31M Buy
+28,062
New +$5.66M 0.17% 71

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's HRI Position: Q1 2026 in Review

Evelyn Partners Investment Management reduced its Herc Holdings (HRI) stake by 96% in Q1 2026, selling an estimated $1.81M and leaving 593 shares worth $59K. The position accounts for ﹤0.01% of the portfolio, ranked #269.

Evelyn Partners Investment Management first reported a position in HRI in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.31M in Q4 2024. 301 funds tracked by Wall St. Rank hold HRI as of Q1 2026.

  • Evelyn Partners Investment Management held 593 shares of Herc Holdings worth $59K as of Q1 2026.
  • Evelyn Partners Investment Management sold 12,678 Herc Holdings shares in Q1 2026, an estimated $1.81M.
  • Herc Holdings made up ﹤0.01% of Evelyn Partners Investment Management's portfolio in Q1 2026, its #269 holding.
  • Evelyn Partners Investment Management first reported a position in Herc Holdings in Q4 2024 and has held it in 6 quarters since.
  • Evelyn Partners Investment Management's Herc Holdings position peaked at $5.31M in Q4 2024.
  • 301 funds tracked by Wall St. Rank held Herc Holdings as of Q1 2026.

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