MFG
HRI icon

Midwest Financial Group’s Herc Holdings HRI Stock Holding History

Midwest Financial Group’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 		$245K Buy
2,465
+312
+14% +$44.5K 0.1% 112
2025
Q4 		$319K Buy
2,153
+75
+4% +$10.3K 0.14% 92
2025
Q3 		$242K Buy
2,078
+275
+15% +$35.5K 0.12% 107
2025
Q2 		$237K Buy
1,803
+200
+12% +$24.3K 0.12% 102
2025
Q1 		$215K Buy
1,603
+283
+21% +$48.2K 0.13% 102
2024
Q4 		$250K Sell
1,320
-520
-28% -$105K 0.14% 98
2024
Q3 		$293K Hold
1,840
– – 0.17% 91
2024
Q2 		$245K Hold
1,840
– – 0.16% 95
2024
Q1 		$310K Buy
1,840
+320
+21% +$48.7K 0.21% 87
2023
Q4 		$226K Buy
+1,520
New +$186K 0.17% 96

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