Jones Financial Companies
HRI icon

Jones Financial Companies’s Herc Holdings HRI Stock Holding History

Jones Financial Companies’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 		$99.4K Buy
990
+678
+217% +$96.7K ﹤0.01% 2676
2025
Q4 		$46.3K Sell
312
-10
-3% -$1.37K ﹤0.01% 2563
2025
Q3 		$38.3K Sell
322
-1,442
-82% -$186K ﹤0.01% 2490
2025
Q2 		$232K Buy
1,764
+1,542
+695% +$187K ﹤0.01% 1606
2025
Q1 		$30.9K Buy
222
+36
+19% +$6.13K ﹤0.01% 2252
2024
Q4 		$35.1K Buy
186
+167
+879% +$33.7K ﹤0.01% 2023
2024
Q3 		$3.03K Buy
+19
New +$2.69K ﹤0.01% 2574

Other funds holding HRI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
VPM
Vanguard Portfolio Management Malvern, Pennsylvania $1.91T AUM
VCM
Vanguard Capital Management Malvern, Pennsylvania $4.04T AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
GI
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