Hantz Financial Services’s Herc Holdings HRI Stock Holding History

Hantz Financial Services’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
2026 Q1	$16K	Sell	158 -10	-6%	-$1.43K	﹤0.01%	1935
2025 Q4	$25K	Buy	168 +130	+342%	+$17.8K	﹤0.01%	1695
2025 Q3	$4K	Sell	38 -5	-12%	-$645	﹤0.01%	2058
2025 Q2	$6K	Sell	43 -4	-9%	-$486	﹤0.01%	1686
2025 Q1	$6K	Sell	47 -2,793	-98%	-$476K	﹤0.01%	1109
2024 Q4	$538K	Sell	2,840 -138	-5%	-$27.8K	0.01%	496
2024 Q3	$475K	Sell	2,978 -270	-8%	-$38.3K	0.01%	505
2024 Q2	$433K	Sell	3,248 -5,761	-64%	-$851K	0.01%	512
2024 Q1	$1.52M	Sell	9,009 -2,730	-23%	-$416K	0.03%	380
2023 Q4	$1.75M	Sell	11,739 -6,256	-35%	-$766K	0.04%	353
2023 Q3	$2.14M	Buy	17,995 +39	+0.2%	+$5.09K	0.05%	299
2023 Q2	$2.46M	Sell	17,956 -663	-4%	-$73.4K	0.06%	284
2023 Q1	$2.12M	Buy	18,619 +1,362	+8%	+$188K	0.06%	293
2022 Q4	$2.27M	Sell	17,257 -5,527	-24%	-$679K	0.07%	278
2022 Q3	$2.37M	Buy	22,784 +6,940	+44%	+$772K	0.08%	254
2022 Q2	$1.43M	Buy	15,844 +2,499	+19%	+$300K	0.05%	320
2022 Q1	$2.23M	Buy	13,345 +6,614	+98%	+$1.05M	0.07%	264
2021 Q4	$1.05M	Buy	6,731 +2,945	+78%	+$520K	0.03%	359
2021 Q3	$619K	Buy	3,786 +2,839	+300%	+$360K	0.02%	391
2021 Q2	$106K	Buy	+947	New	+$100K	﹤0.01%	515

Other funds holding HRI

Fidelity Investments

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

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

Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return

Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM

Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

First Trust Advisors

First Trust Advisors Wheaton, Illinois $140B AUM 27.84% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return