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Mirabella Financial Services’s Herc Holdings HRI Stock Holding History

Mirabella 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
2024
Q2 		– Sell
-1,368
Closed -$230K – 542
2024
Q1 		$230K Buy
+1,368
New +$208K 0.02% 432

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Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.5B AUM 19.72% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return

Mirabella Financial Services's HRI Position: Q2 2024 in Review

Mirabella Financial Services sold out of Herc Holdings (HRI) in Q2 2024, closing a stake of 1,368 shares — an estimated $230K sold.

Mirabella Financial Services first reported a position in HRI in Q1 2024 and held it in 1 quarter. The position peaked at $230K in Q1 2024. 280 funds tracked by Wall St. Rank hold HRI as of Q2 2024.

  • Mirabella Financial Services reported no remaining Herc Holdings position as of Q2 2024 after selling out during the quarter.
  • Mirabella Financial Services sold 1,368 Herc Holdings shares in Q2 2024, an estimated $230K.
  • Mirabella Financial Services first reported a position in Herc Holdings in Q1 2024 and held it in 1 quarter.
  • Mirabella Financial Services's Herc Holdings position peaked at $230K in Q1 2024.
  • 280 funds tracked by Wall St. Rank held Herc Holdings as of Q2 2024.

Based on Mirabella Financial Services's 13F filing for Q2 2024, filed 8 Aug 2024.