KFS
HTZ icon

Kelly Financial Services’s Hertz HTZ Stock Holding History

Kelly Financial Services’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
Q3 		– Sell
-41
Closed -$145 – 369
2024
Q2 		$145 Hold
41
– – ﹤0.01% 746
2024
Q1 		$321 Hold
41
– – ﹤0.01% 744
2023
Q4 		$426 Hold
41
– – ﹤0.01% 714
2023
Q3 		$502 Hold
41
– – ﹤0.01% 680
2023
Q2 		$754 Hold
41
– – ﹤0.01% 626
2023
Q1 		$668 Hold
41
– – ﹤0.01% 613
2022
Q4 		$631 Hold
41
– – ﹤0.01% 591
2022
Q3 		$667 Hold
41
– – ﹤0.01% 596
2022
Q2 		$649 Hold
41
– – ﹤0.01% 590
2022
Q1 		$908 Hold
41
– – ﹤0.01% 575
2021
Q4 		$1.02K Buy
+41
New +$981 ﹤0.01% 590

Other funds holding HTZ

KCM
Knighthead Capital Management New York $1.52B AUM 19.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CP
CPV Partners Stamford, Connecticut $224M AUM 77.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

Kelly Financial Services's HTZ Position: Q3 2024 in Review

Kelly Financial Services sold out of Hertz (HTZ) in Q3 2024, closing a stake of 41 shares — an estimated $145 sold.

Kelly Financial Services first reported a position in HTZ in Q4 2021 and held it in 11 quarters. The position peaked at $1.02K in Q4 2021. 250 funds tracked by Wall St. Rank hold HTZ as of Q3 2024.

  • Kelly Financial Services reported no remaining Hertz position as of Q3 2024 after selling out during the quarter.
  • Kelly Financial Services sold 41 Hertz shares in Q3 2024, an estimated $145.
  • Kelly Financial Services first reported a position in Hertz in Q4 2021 and held it in 11 quarters.
  • Kelly Financial Services's Hertz position peaked at $1.02K in Q4 2021.
  • 250 funds tracked by Wall St. Rank held Hertz as of Q3 2024.

Based on Kelly Financial Services's 13F filing for Q3 2024, filed 9 Oct 2024.