NA
HRI icon

NewEdge Advisors’s Herc Holdings HRI Stock Holding History

NewEdge Advisors’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 		$69.1K Buy
694
+264
+61% +$37.7K ﹤0.01% 2854
2025
Q4 		$63.8K Hold
430
– – ﹤0.01% 2892
2025
Q3 		$50.2K Buy
430
+371
+629% +$47.9K ﹤0.01% 2823
2025
Q2 		$7.83K Buy
59
+41
+228% +$4.98K ﹤0.01% 3276
2025
Q1 		$2.47K Sell
18
-10
-36% -$1.7K ﹤0.01% 3464
2024
Q4 		$5.21K Buy
28
+1
+4% +$202 ﹤0.01% 3229
2024
Q3 		$4.37K Hold
27
– – ﹤0.01% 3195
2024
Q2 		$3.64K Hold
27
– – ﹤0.01% 3181
2024
Q1 		$4.57K Hold
27
– – ﹤0.01% 3162
2023
Q4 		$4.03K Hold
27
– – ﹤0.01% 3178
2023
Q3 		$3.2K Hold
27
– – ﹤0.01% 2938
2023
Q2 		$3.67K Hold
27
– – ﹤0.01% 2913
2023
Q1 		$3.04K Hold
27
– – ﹤0.01% 2928
2022
Q4 		$3 Buy
+27
New +$3.32K ﹤0.01% 3897
2017
Q3 		– Sell
-154
Closed -$6.27K – 692
2017
Q2 		$6.27K Buy
+154
New +$6.44K ﹤0.01% 1095

Other funds holding HRI

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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