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FourThought Financial’s Herc Holdings HRI Stock Holding History

FourThought Financial’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
2022
Q3 		$147K Buy
1,413
+450
+47% +$50K 0.02% 356
2022
Q2 		$87K Buy
963
+272
+39% +$32.7K 0.01% 470
2022
Q1 		$115K Buy
691
+45
+7% +$7.11K 0.01% 441
2021
Q4 		$101K Buy
646
+240
+59% +$42.4K 0.01% 483
2021
Q3 		$66K Buy
406
+267
+192% +$33.8K 0.01% 607
2021
Q2 		$15K Buy
+139
New +$14.7K ﹤0.01% 1006

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 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
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

FourThought Financial's HRI Position: Q3 2022 in Review

FourThought Financial increased its Herc Holdings (HRI) stake by 47% in Q3 2022, buying an estimated $50K and bringing the position to 1,413 shares worth $147K. The position accounts for 0.02% of the portfolio, ranked #356.

FourThought Financial first reported a position in HRI in Q2 2021 and has held it in 6 quarters since. 229 funds tracked by Wall St. Rank hold HRI as of Q3 2022.

  • FourThought Financial held 1,413 shares of Herc Holdings worth $147K as of Q3 2022.
  • FourThought Financial bought 450 Herc Holdings shares in Q3 2022, an estimated $50K.
  • Herc Holdings made up 0.02% of FourThought Financial's portfolio in Q3 2022, its #356 holding.
  • FourThought Financial first reported a position in Herc Holdings in Q2 2021 and has held it in 6 quarters since.
  • 229 funds tracked by Wall St. Rank held Herc Holdings as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.