Evelyn Partners
HRI icon

Evelyn Partners’s Herc Holdings HRI Stock Holding History

Evelyn Partners’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
Q3 		$45.1K Sell
361
-407
-53% -$61K ﹤0.01% 438
2026
Q2 		$110K Buy
+768
New +$99.1K ﹤0.01% 308

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Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $551B AUM 33.95% 1-Year Est. Return
Vanguard Capital Management
Vanguard Capital Management Malvern, Pennsylvania $4.76T AUM
State Street
State Street Boston, Massachusetts $3.44T AUM 36.12% 1-Year Est. Return
First Trust Advisors
First Trust Advisors Wheaton, Illinois $170B AUM 38.25% 1-Year Est. Return
GAMCO Investors
GAMCO Investors Greenwich, Connecticut $10.2B AUM 24.21% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.92T AUM 36.1% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $229B AUM 33.35% 1-Year Est. Return

Evelyn Partners's HRI Position: Q3 2026 in Review

Evelyn Partners reduced its Herc Holdings (HRI) stake by 53% in Q3 2026, selling an estimated $61K and leaving 361 shares worth $45.1K. The position accounts for ﹤0.01% of the portfolio, ranked #438.

Evelyn Partners first reported a position in HRI in Q2 2026 and has held it in 2 quarters since. The position peaked at $110K in Q2 2026. 274 funds tracked by Wall St. Rank hold HRI as of Q3 2026.

  • Evelyn Partners held 361 shares of Herc Holdings worth $45.1K as of Q3 2026.
  • Evelyn Partners sold 407 Herc Holdings shares in Q3 2026, an estimated $61K.
  • Herc Holdings made up ﹤0.01% of Evelyn Partners's portfolio in Q3 2026, its #438 holding.
  • Evelyn Partners first reported a position in Herc Holdings in Q2 2026 and has held it in 2 quarters since.
  • Evelyn Partners's Herc Holdings position peaked at $110K in Q2 2026.
  • 274 funds tracked by Wall St. Rank held Herc Holdings as of Q3 2026.

Based on Evelyn Partners's 13F filing for Q3 2026, filed 10 Nov 2026.