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PVH
Psagot Value Holdings’s
Herc Holdings
HRI
Stock Holding History
Psagot Value Holdings’s Portfolio
HRI Stock Details
HRI Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2024
Q1
–
Sell
-3,700
Closed
-$561K
–
302
2023
Q4
$561K
Hold
3,700
–
–
0.24%
87
2023
Q3
$446K
Hold
3,700
–
–
0.23%
84
2023
Q2
$503K
Hold
3,700
–
–
0.25%
75
2023
Q1
$415K
Hold
3,700
–
–
0.17%
109
2022
Q4
$487K
Hold
3,700
–
–
0.14%
120
2022
Q3
$384K
Sell
3,700
-300
-8%
-$33.4K
0.11%
134
2022
Q2
$361K
Buy
4,000
+1,500
+60%
+$180K
0.08%
142
2022
Q1
$418K
Buy
+2,500
New
+$395K
0.09%
145
2019
Q4
–
Sell
-600
Closed
-$28K
–
441
2019
Q3
$28K
Hold
600
–
–
﹤0.01%
343
2019
Q2
$27K
Hold
600
–
–
﹤0.01%
350
2019
Q1
$23K
Buy
+600
New
+$22.7K
﹤0.01%
389
Other funds holding HRI
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
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
AllianceBernstein
Nashville, Tennessee
$309B AUM
23.92%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
TP
Theleme Partners
London, United Kingdom
$1.5B AUM
19.72%
1-Year Est. Return
Wellington Management Group
Boston, Massachusetts
$535B AUM
26.23%
1-Year Est. Return
T. Rowe Price Investment Management
Baltimore, Maryland
$145B AUM
22.78%
1-Year Est. Return
Fidelity Investments
Boston, Massachusetts
$1.9T AUM
41.92%
1-Year Est. Return
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Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
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