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Money Concepts Capital’s Herc Holdings HRI Stock Holding History

Money Concepts Capital’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
2023
Q1 		– Sell
-4
Closed -$526 – 1577
2022
Q4 		$526 Hold
4
– – ﹤0.01% 2986
2022
Q3 		$0 Hold
4
– – ﹤0.01% 1599
2022
Q2 		$0 Hold
4
– – ﹤0.01% 1973
2022
Q1 		$1K Buy
+4
New +$632 ﹤0.01% 2571

Other funds holding HRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Franklin Resources
Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return
Impax Asset Management Group
Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return
Citadel Advisors
Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

Money Concepts Capital's HRI Position: Q1 2023 in Review

Money Concepts Capital sold out of Herc Holdings (HRI) in Q1 2023, closing a stake of 4 shares — an estimated $526 sold.

Money Concepts Capital first reported a position in HRI in Q1 2022 and held it in 4 quarters. The position peaked at $1K in Q1 2022. 274 funds tracked by Wall St. Rank hold HRI as of Q1 2023.

  • Money Concepts Capital reported no remaining Herc Holdings position as of Q1 2023 after selling out during the quarter.
  • Money Concepts Capital sold 4 Herc Holdings shares in Q1 2023, an estimated $526.
  • Money Concepts Capital first reported a position in Herc Holdings in Q1 2022 and held it in 4 quarters.
  • Money Concepts Capital's Herc Holdings position peaked at $1K in Q1 2022.
  • 274 funds tracked by Wall St. Rank held Herc Holdings as of Q1 2023.

Based on Money Concepts Capital's 13F filing for Q1 2023, filed 1 May 2023.