HB Wealth Management’s Hertz HTZ Stock Holding History

HB Wealth 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	–	Sell	-13,945	Closed	-$46K	–	1095
2024 Q3	$46K	Sell	13,945 -1,995	-13%	-$6.97K	﹤0.01%	952
2024 Q2	$56.3K	Buy	+15,940	New	+$81K	﹤0.01%	902

Other funds holding HTZ

KCM

Knighthead Capital Management New York $1.52B AUM 19.8% 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

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

State Street Boston, Massachusetts $2.9T AUM 29.55% 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

HB Wealth Management's HTZ Position: Q4 2024 in Review

HB Wealth Management sold out of Hertz (HTZ) in Q4 2024, closing a stake of 13,945 shares — an estimated $46K sold.

HB Wealth Management first reported a position in HTZ in Q2 2024 and held it in 2 quarters. The position peaked at $56.3K in Q2 2024. 237 funds tracked by Wall St. Rank hold HTZ as of Q4 2024.

HB Wealth Management reported no remaining Hertz position as of Q4 2024 after selling out during the quarter.
HB Wealth Management sold 13,945 Hertz shares in Q4 2024, an estimated $46K.
HB Wealth Management first reported a position in Hertz in Q2 2024 and held it in 2 quarters.
HB Wealth Management's Hertz position peaked at $56.3K in Q2 2024.
237 funds tracked by Wall St. Rank held Hertz as of Q4 2024.

Based on HB Wealth Management's 13F filing for Q4 2024, filed 15 Jan 2025.