272 Capital’s H&E Equipment Services HEES Stock Holding History

272 Capital’s Portfolio HEES Stock Details HEES Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2024 Q4	–	Sell	-20,000	Closed	-$974K	–	61
2024 Q3	$974K	Buy	+20,000	New	+$940K	0.56%	40

Other funds holding HEES

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

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

272 Capital's HEES Position: Q4 2024 in Review

272 Capital sold out of H&E Equipment Services (HEES) in Q4 2024, closing a stake of 20,000 shares — an estimated $974K sold.

272 Capital first reported a position in HEES in Q3 2024 and held it in 1 quarter. The position peaked at $974K in Q3 2024. 198 funds tracked by Wall St. Rank hold HEES as of Q4 2024.

272 Capital reported no remaining H&E Equipment Services position as of Q4 2024 after selling out during the quarter.
272 Capital sold 20,000 H&E Equipment Services shares in Q4 2024, an estimated $974K.
272 Capital first reported a position in H&E Equipment Services in Q3 2024 and held it in 1 quarter.
272 Capital's H&E Equipment Services position peaked at $974K in Q3 2024.
198 funds tracked by Wall St. Rank held H&E Equipment Services as of Q4 2024.

Based on 272 Capital's 13F filing for Q4 2024, filed 14 Feb 2025.