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Oak Ridge Investments’s Herc Holdings HRI Stock Holding History

Oak Ridge Investments’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
2025
Q3 		– Sell
-18,346
Closed -$2.42M – 189
2025
Q2 		$2.42M Sell
18,346
-851
-4% -$103K 0.17% 79
2025
Q1 		$2.58M Sell
19,197
-243
-1% -$41.4K 0.21% 74
2024
Q4 		$3.68M Sell
19,440
-503
-3% -$101K 0.29% 63
2024
Q3 		$3.18M Sell
19,943
-628
-3% -$89K 0.28% 70
2024
Q2 		$2.74M Sell
20,571
-2,411
-10% -$356K 0.26% 79
2024
Q1 		$3.87M Buy
22,982
+465
+2% +$70.8K 0.39% 70
2023
Q4 		$3.35M Sell
22,517
-2,939
-12% -$360K 0.39% 77
2023
Q3 		$3.03M Sell
25,456
-225
-0.9% -$29.4K 0.39% 73
2023
Q2 		$3.51M Sell
25,681
-1,314
-5% -$145K 0.43% 71
2023
Q1 		$3.07M Buy
26,995
+9,395
+53% +$1.3M 0.42% 78
2022
Q4 		$2.32M Buy
+17,600
New +$2.16M 0.34% 88

Other funds holding HRI

Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
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
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
CCM
Coliseum Capital Management Rowayton, Connecticut $1.22B AUM 18.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
VNIM
Vaughan Nelson Investment Management Houston, Texas $11.3B AUM 53% 1-Year Est. Return

Oak Ridge Investments's HRI Position: Q3 2025 in Review

Oak Ridge Investments sold out of Herc Holdings (HRI) in Q3 2025, closing a stake of 18,346 shares — an estimated $2.42M sold.

Oak Ridge Investments first reported a position in HRI in Q4 2022 and held it in 11 quarters. The position peaked at $3.87M in Q1 2024. 291 funds tracked by Wall St. Rank hold HRI as of Q3 2025.

  • Oak Ridge Investments reported no remaining Herc Holdings position as of Q3 2025 after selling out during the quarter.
  • Oak Ridge Investments sold 18,346 Herc Holdings shares in Q3 2025, an estimated $2.42M.
  • Oak Ridge Investments first reported a position in Herc Holdings in Q4 2022 and held it in 11 quarters.
  • Oak Ridge Investments's Herc Holdings position peaked at $3.87M in Q1 2024.
  • 291 funds tracked by Wall St. Rank held Herc Holdings as of Q3 2025.

Based on Oak Ridge Investments's 13F filing for Q3 2025, filed 29 Oct 2025.