WT
HRI icon

Washington Trust’s Herc Holdings HRI Stock Holding History

Washington Trust’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
Q4 		– Sell
-13
Closed -$1.55K – 885
2023
Q3 		$1.55K Sell
13
-2
-13% -$261 ﹤0.01% 778
2023
Q2 		$2.05K Hold
15
– – ﹤0.01% 785
2023
Q1 		$1.71K Buy
15
+2
+15% +$276 ﹤0.01% 825
2022
Q4 		$1.71K Hold
13
– – ﹤0.01% 836
2022
Q3 		$1K Buy
13
+1
+8% +$111 ﹤0.01% 866
2022
Q2 		$1K Sell
12
-1
-8% -$120 ﹤0.01% 870
2022
Q1 		$2K Sell
13
-2
-13% -$316 ﹤0.01% 827
2021
Q4 		$2K Hold
15
– – ﹤0.01% 833
2021
Q3 		$2K Buy
15
+3
+25% +$380 ﹤0.01% 958
2021
Q2 		$1K Buy
+12
New +$1.27K ﹤0.01% 1001

Other funds holding HRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
Invesco
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
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $535B AUM 26.23% 1-Year Est. Return
Dimensional Fund Advisors
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
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $145B AUM 22.78% 1-Year Est. Return