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Shelton Capital Management’s Herc Holdings HRI Stock Holding History

Shelton Capital Management’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
-4,542
Closed -$598K – 746
2025
Q2 		$598K Buy
+4,542
New +$551K 0.01% 315

Other funds holding HRI

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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

Shelton Capital Management's HRI Position: Q3 2025 in Review

Shelton Capital Management sold out of Herc Holdings (HRI) in Q3 2025, closing a stake of 4,542 shares — an estimated $598K sold.

Shelton Capital Management first reported a position in HRI in Q2 2025 and held it in 1 quarter. The position peaked at $598K in Q2 2025. 291 funds tracked by Wall St. Rank hold HRI as of Q3 2025.

  • Shelton Capital Management reported no remaining Herc Holdings position as of Q3 2025 after selling out during the quarter.
  • Shelton Capital Management sold 4,542 Herc Holdings shares in Q3 2025, an estimated $598K.
  • Shelton Capital Management first reported a position in Herc Holdings in Q2 2025 and held it in 1 quarter.
  • Shelton Capital Management's Herc Holdings position peaked at $598K in Q2 2025.
  • 291 funds tracked by Wall St. Rank held Herc Holdings as of Q3 2025.

Based on Shelton Capital Management's 13F filing for Q3 2025, filed 14 Nov 2025.