Global Retirement Partners’s Hertz HTZ Stock Holding History

Global Retirement Partners’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
2025 Q3	–	Sell	-2,000	Closed	-$100	–	3943
2025 Q2	$100	Buy	+2,000	New	+$12.5K	﹤0.01%	3717

Other funds holding HTZ

KCM

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

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 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

CBU

CIBC Bancorp USA Chicago, Illinois $74.4B AUM

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

CIBC World Market Toronto, Ontario, Canada $61.3B AUM 39.33% 1-Year Est. Return

Nomura Holdings Tokyo, Japan $37.7B AUM 34.44% 1-Year Est. Return

Global Retirement Partners's HTZ Position: Q3 2023 in Review

Global Retirement Partners sold out of Hertz (HTZ) in Q3 2023, closing a stake of 16 shares — an estimated $294 sold.

Global Retirement Partners first reported a position in HTZ in Q4 2022 and held it in 3 quarters. The position peaked at $294 in Q2 2023. 251 funds tracked by Wall St. Rank hold HTZ as of Q3 2023.

Global Retirement Partners reported no remaining Hertz position as of Q3 2023 after selling out during the quarter.
Global Retirement Partners sold 16 Hertz shares in Q3 2023, an estimated $294.
Global Retirement Partners first reported a position in Hertz in Q4 2022 and held it in 3 quarters.
Global Retirement Partners's Hertz position peaked at $294 in Q2 2023.
251 funds tracked by Wall St. Rank held Hertz as of Q3 2023.

Based on Global Retirement Partners's 13F filing for Q3 2023, filed 13 Oct 2023.