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Evoke Wealth’s Herc Holdings HRI Stock Holding History

Evoke Wealth’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
2021
Q4 		– Sell
-2
Closed – – 1213
2021
Q3 		$0 Buy
+2
New +$253 ﹤0.01% 1174

Other funds holding HRI

IC
Icahn Carl Sunny Isles Beach, Florida $8.55B AUM 29.29% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
FAM
Fred Alger Management New York $22.8B AUM 64.63% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Evoke Wealth's HRI Position: Q4 2021 in Review

Evoke Wealth sold out of Herc Holdings (HRI) in Q4 2021, closing a stake of 2 shares.

Evoke Wealth first reported a position in HRI in Q3 2021 and held it in 1 quarter. The position peaked at $0 in Q3 2021. 257 funds tracked by Wall St. Rank hold HRI as of Q4 2021.

  • Evoke Wealth reported no remaining Herc Holdings position as of Q4 2021 after selling out during the quarter.
  • Evoke Wealth sold 2 Herc Holdings shares in Q4 2021.
  • Evoke Wealth first reported a position in Herc Holdings in Q3 2021 and held it in 1 quarter.
  • Evoke Wealth's Herc Holdings position peaked at $0 in Q3 2021.
  • 257 funds tracked by Wall St. Rank held Herc Holdings as of Q4 2021.

Based on Evoke Wealth's 13F filing for Q4 2021, filed 9 Feb 2022.