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West Paces Advisors’s Herc Holdings HRI Stock Holding History

West Paces Advisors’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
2024
Q1 		– Sell
-402
Closed -$59.9K – 629
2023
Q4 		$59.9K Hold
402
– – 0.02% 207
2023
Q3 		$47.8K Sell
402
-341
-46% -$44.5K 0.02% 216
2023
Q2 		$102K Buy
+743
New +$82.3K 0.03% 171

Other funds holding HRI

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
GI
GAMCO Investors Greenwich, Connecticut $11.1B AUM 41.79% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
TP
Theleme Partners London, United Kingdom $1.68B AUM 19.9% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
T. Rowe Price Investment Management
T. Rowe Price Investment Management Baltimore, Maryland $153B AUM 38.14% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

West Paces Advisors's HRI Position: Q1 2024 in Review

West Paces Advisors sold out of Herc Holdings (HRI) in Q1 2024, closing a stake of 402 shares — an estimated $59.9K sold.

West Paces Advisors first reported a position in HRI in Q2 2023 and held it in 3 quarters. The position peaked at $102K in Q2 2023. 280 funds tracked by Wall St. Rank hold HRI as of Q1 2024.

  • West Paces Advisors reported no remaining Herc Holdings position as of Q1 2024 after selling out during the quarter.
  • West Paces Advisors sold 402 Herc Holdings shares in Q1 2024, an estimated $59.9K.
  • West Paces Advisors first reported a position in Herc Holdings in Q2 2023 and held it in 3 quarters.
  • West Paces Advisors's Herc Holdings position peaked at $102K in Q2 2023.
  • 280 funds tracked by Wall St. Rank held Herc Holdings as of Q1 2024.

Based on West Paces Advisors's 13F filing for Q1 2024, filed 15 Apr 2024.