O'Neil Global Advisors’s Herc Holdings HRI Stock Holding History

O'Neil Global 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
2023 Q1	–	Sell	-3,644	Closed	-$479K	–	75
2022 Q4	$479K	Buy	+3,644	New	+$448K	2.21%	18

Other funds holding HRI

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

GAMCO Investors Greenwich, Connecticut $10.2B AUM 30.27% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Franklin Resources San Mateo, California $408B AUM 30.18% 1-Year Est. Return

Impax Asset Management Group London, United Kingdom $14.3B AUM 19.8% 1-Year Est. Return

Citadel Advisors Miami, Florida $618B AUM 30.34% 1-Year Est. Return

O'Neil Global Advisors's HRI Position: Q1 2023 in Review

O'Neil Global Advisors sold out of Herc Holdings (HRI) in Q1 2023, closing a stake of 3,644 shares — an estimated $479K sold.

O'Neil Global Advisors first reported a position in HRI in Q4 2022 and held it in 1 quarter. The position peaked at $479K in Q4 2022. 274 funds tracked by Wall St. Rank hold HRI as of Q1 2023.

O'Neil Global Advisors reported no remaining Herc Holdings position as of Q1 2023 after selling out during the quarter.
O'Neil Global Advisors sold 3,644 Herc Holdings shares in Q1 2023, an estimated $479K.
O'Neil Global Advisors first reported a position in Herc Holdings in Q4 2022 and held it in 1 quarter.
O'Neil Global Advisors's Herc Holdings position peaked at $479K in Q4 2022.
274 funds tracked by Wall St. Rank held Herc Holdings as of Q1 2023.

Based on O'Neil Global Advisors's 13F filing for Q1 2023, filed 14 Apr 2023.