Sigma Planning Corp’s Hertz HTZ Stock Holding History

Sigma Planning Corp’s Portfolio HTZ Stock Details HTZ Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2023 Q4	–	Sell	-10,207	Closed	-$125K	–	998
2023 Q3	$125K	Buy	+10,207	New	+$171K	﹤0.01%	1126

Other funds holding HTZ

KCM

Knighthead Capital Management New York $1.52B AUM 19.8% 1-Year Est. Return

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

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

MAMNY

Marathon Asset Management (New York) New York $12M AUM 8.79% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

DCM

Discovery Capital Management South Norwalk, Connecticut $1.92B AUM 218.96% 1-Year Est. Return

Sigma Planning Corp's HTZ Position: Q4 2023 in Review

Sigma Planning Corp sold out of Hertz (HTZ) in Q4 2023, closing a stake of 10,207 shares — an estimated $125K sold.

Sigma Planning Corp first reported a position in HTZ in Q3 2023 and held it in 1 quarter. The position peaked at $125K in Q3 2023. 269 funds tracked by Wall St. Rank hold HTZ as of Q4 2023.

Sigma Planning Corp reported no remaining Hertz position as of Q4 2023 after selling out during the quarter.
Sigma Planning Corp sold 10,207 Hertz shares in Q4 2023, an estimated $125K.
Sigma Planning Corp first reported a position in Hertz in Q3 2023 and held it in 1 quarter.
Sigma Planning Corp's Hertz position peaked at $125K in Q3 2023.
269 funds tracked by Wall St. Rank held Hertz as of Q4 2023.

Based on Sigma Planning Corp's 13F filing for Q4 2023, filed 1 Feb 2024.