HANTZ FINANCIAL SERVICES, INC. HTHIY — HITACHI LTD

Ownership history in HANTZ FINANCIAL SERVICES, INC.  ·  8 quarters on record

AI Ownership Summary

HANTZ FINANCIAL SERVICES, INC. reported HITACHI LTD (HTHIY) in 8 quarterly 13F filings from 2024 Q2 through 2026 Q1. The latest visible filing shows HTHIY at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings.

What this HTHIY ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was HANTZ FINANCIAL SERVICES, INC.'s position in HITACHI LTD, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2026 Q1

HTHIY was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.0% in 2025 Q4

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2024 Q2 to 2026 Q1

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

HTHIY stock page HANTZ FINANCIAL SERVICES, INC. fund profile HANTZ FINANCIAL SERVICES, INC. full holdings
How HANTZ FINANCIAL SERVICES, INC. held HTHIY — position size vs. price
% of Fund (quarterly)    HTHIY price (quarter-end, indexed to 100)    SPY (indexed to 100)    QQQ (indexed to 100)
📋 Quarterly Holdings History 8 quarters  ▾
Quarter Action Sold % After 3M Timing Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2026 Q1 UNCHANGED — — — 1,372 — 0% 0.00% $40 2026-05-01 $30.57
2025 Q4 ADDED — — — 1,372 +140 +11.4% 0.00% $43K 2026-02-09 $38.18
2025 Q3 REDUCED — — — 1,232 -38 -3.0% 0.00% $32K 2025-11-05 $33.15
2025 Q2 UNCHANGED — — — 1,270 — 0% 0.00% $37K 2025-08-04 $28.83
2025 Q1 ADDED — — — 1,270 +635 +100.0% 0.00% $30K 2025-05-12 $26.86
2024 Q4 UNCHANGED — — — 635 — 0% 0.00% $31K 2025-01-23 $51.55
2024 Q3 ADDED — — — 635 +508 +400.0% 0.00% $34K 2024-11-14 $50.57
2024 Q2 INITIATED — — — 127 — — 0.00% $29K 2024-07-30 $41.54

🏢 Other funds also holding HTHIY

As of 2026 Q1 — sorted by position size

MOODY LYNN LIEBERSON & WALKER, LLC 3Y 7Y 0.93% GAMMA Investing LLC 0.03% YOUSIF CAPITAL MANAGEMENT, LLC 3Y 0.01% Ascentis Wealth Management, LLC 0.01% THURSTON, SPRINGER, MILLER, HERD & TITAK, INC. 0.01% McMillan Office, Inc. 0.0% NBC SECURITIES, INC. 0.0%

FAQ About HANTZ FINANCIAL SERVICES, INC. and HTHIY

These are the practical questions this page is built to answer before you even open the full history table.

How long has HANTZ FINANCIAL SERVICES, INC. reported owning HTHIY?

HANTZ FINANCIAL SERVICES, INC. reported HTHIY across 8 quarterly 13F filings, from 2024 Q2 through 2026 Q1.

What was the largest reported HTHIY position in HANTZ FINANCIAL SERVICES, INC.'s portfolio?

The largest reported portfolio weight for HTHIY was 0.00% in 2025 Q4.

What is the latest reported HTHIY position on this page?

The most recent filing on this page is 2026 Q1, when HANTZ FINANCIAL SERVICES, INC. reported 1,372 shares, equal to 0.00% of portfolio, with an estimated market value of $40.

What does the chart on this HTHIY ownership page compare?

The chart compares HANTZ FINANCIAL SERVICES, INC.'s quarterly HTHIY portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

How well did HANTZ FINANCIAL SERVICES, INC. time their HTHIY position?

Based on 13F filing dates vs. subsequent HTHIY price moves, HANTZ FINANCIAL SERVICES, INC. correctly timed 3 out of 5 reported position changes (60%). The annualised alpha on HTHIY relative to SPY over the holding period was -29.5%.

← Back to HANTZ FINANCIAL SERVICES, INC. Holdings