Fernwood Investment Management’s Hertz HTZ Stock Holding History

Fernwood Investment Management’s Portfolio HTZ Stock Details HTZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	$36.6K	Hold	10,000	–	–	0.01%	164
2024 Q3	$33K	Buy	+10,000	New	+$34.9K	0.01%	188

Other funds holding HTZ

KCM

Knighthead Capital Management New York $1.52B AUM 19.8% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

PSCM

Pershing Square Capital Management New York $13.7B AUM 13.45% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

SSA

Schonfeld Strategic Advisors New York $14.2B AUM 37.17% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

CPV Partners Stamford, Connecticut $224M AUM 77.2% 1-Year Est. Return

Fernwood Investment Management's HTZ Position: Q4 2024 in Review

Fernwood Investment Management held its Hertz (HTZ) position steady in Q4 2024 at 10,000 shares worth $36.6K. The position accounts for 0.01% of the portfolio, ranked #164.

Fernwood Investment Management first reported a position in HTZ in Q3 2024 and has held it in 2 quarters since. 237 funds tracked by Wall St. Rank hold HTZ as of Q4 2024.

Fernwood Investment Management held 10,000 shares of Hertz worth $36.6K as of Q4 2024.
Fernwood Investment Management left its Hertz share count unchanged in Q4 2024.
Hertz made up 0.01% of Fernwood Investment Management's portfolio in Q4 2024, its #164 holding.
Fernwood Investment Management first reported a position in Hertz in Q3 2024 and has held it in 2 quarters since.
237 funds tracked by Wall St. Rank held Hertz as of Q4 2024.

Based on Fernwood Investment Management's 13F filing for Q4 2024, filed 13 Feb 2025.