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United Capital Financial Advisors’s Hertz HTZ Stock Holding History

United Capital Financial Advisors’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
2024
Q3 		– Sell
-12,257
Closed -$43.3K – 1080
2024
Q2 		$43.3K Buy
+12,257
New +$62.3K ﹤0.01% 1017
2022
Q3 		– Sell
-17,671
Closed -$280K – 1112
2022
Q2 		$280K Buy
17,671
+70
+0.4% +$1.38K ﹤0.01% 960
2022
Q1 		$390K Buy
17,601
+7,601
+76% +$160K ﹤0.01% 915
2021
Q4 		$250K Buy
+10,000
New +$239K ﹤0.01% 1089

Other funds holding HTZ

KCM
Knighthead Capital Management New York $1.52B AUM 19.8% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
CP
CPV Partners Stamford, Connecticut $224M AUM 77.2% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Charles Schwab
Charles Schwab San Francisco, California $654B AUM 26.35% 1-Year Est. Return

United Capital Financial Advisors's HTZ Position: Q3 2024 in Review

United Capital Financial Advisors sold out of Hertz (HTZ) in Q3 2024, closing a stake of 12,257 shares — an estimated $43.3K sold.

United Capital Financial Advisors first reported a position in HTZ in Q4 2021 and held it in 4 quarters. The position peaked at $390K in Q1 2022. 250 funds tracked by Wall St. Rank hold HTZ as of Q3 2024.

  • United Capital Financial Advisors reported no remaining Hertz position as of Q3 2024 after selling out during the quarter.
  • United Capital Financial Advisors sold 12,257 Hertz shares in Q3 2024, an estimated $43.3K.
  • United Capital Financial Advisors first reported a position in Hertz in Q4 2021 and held it in 4 quarters.
  • United Capital Financial Advisors's Hertz position peaked at $390K in Q1 2022.
  • 250 funds tracked by Wall St. Rank held Hertz as of Q3 2024.

Based on United Capital Financial Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.