EWM
HRI icon

Evercore Wealth Management’s Herc Holdings HRI Stock Holding History

Evercore Wealth 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
2016
Q3 		– Sell
-249
Closed -$8K – 1038
2016
Q2 		$8K Buy
+249
New +$7.15K ﹤0.01% 870
2015
Q4 		– Sell
-405
Closed -$20K – 1035
2015
Q3 		$20K Hold
405
– – ﹤0.01% 738
2015
Q2 		$22K Sell
405
-661
-62% -$40.9K ﹤0.01% 774
2015
Q1 		$69K Buy
1,066
+228
+27% +$15.2K ﹤0.01% 584
2014
Q4 		$62K Sell
838
-133
-14% -$8.99K ﹤0.01% 531
2014
Q3 		$74K Hold
971
– – ﹤0.01% 556
2014
Q2 		$81K Sell
971
-160
-14% -$13.5K ﹤0.01% 539
2014
Q1 		$89K Buy
1,131
+460
+69% +$37.1K 0.01% 505
2013
Q4 		$58K Sell
671
-400
-37% -$28.6K ﹤0.01% 538
2013
Q3 		$71K Buy
1,071
+404
+61% +$31K ﹤0.01% 529
2013
Q2 		$50K Buy
+667
New +$48.7K ﹤0.01% 570

Other funds holding HRI

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
HCM
Highfields Capital Management Boston, Massachusetts $68.3M AUM 21.64% 1-Year Est. Return
PCM
PAR Capital Management Boston, Massachusetts $3.45B AUM 28.5% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
FTCM
Fir Tree Capital Management New York $21.8M AUM 1.61% 1-Year Est. Return
GF
Gabelli Funds Rye, New York $14.8B AUM 32.24% 1-Year Est. Return
Harris Associates
Harris Associates Chicago, Illinois $75B AUM 11.27% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return