Acadian Asset Management
HEES

Acadian Asset Management’s H&E Equipment Services HEES Stock Holding History

Acadian Asset Management’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
-1,572
Closed -$76K – 1848
2024
Q3 		$76K Buy
+1,572
New +$73.9K ﹤0.01% 1681
2023
Q3 		– Sell
-11,814
Closed -$540K – 1722
2023
Q2 		$540K Sell
11,814
-2,652
-18% -$106K ﹤0.01% 1041
2023
Q1 		$638K Sell
14,466
-9,261
-39% -$452K ﹤0.01% 994
2022
Q4 		$1.07M Sell
23,727
-16,309
-41% -$632K 0.01% 824
2022
Q3 		$1.14M Buy
40,036
+20,407
+104% +$642K 0.01% 771
2022
Q2 		$568K Buy
+19,629
New +$689K ﹤0.01% 938
2021
Q3 		– Sell
-1,001
Closed -$33K – 1837
2021
Q2 		$33K Hold
1,001
– – ﹤0.01% 1867
2021
Q1 		$38K Sell
1,001
-1,389
-58% -$44.5K ﹤0.01% 1884
2020
Q4 		$71K Sell
2,390
-7,791
-77% -$201K ﹤0.01% 1850
2020
Q3 		$200K Buy
10,181
+8,403
+473% +$164K ﹤0.01% 1448
2020
Q2 		$33K Buy
1,778
+613
+53% +$9.76K ﹤0.01% 2018
2020
Q1 		$17K Buy
+1,165
New +$28.2K ﹤0.01% 1668
2018
Q3 		– Sell
-56,924
Closed -$2.14M – 1708
2018
Q2 		$2.14M Sell
56,924
-97,292
-63% -$3.63M 0.01% 543
2018
Q1 		$5.94M Buy
154,216
+96,955
+169% +$3.81M 0.03% 371
2017
Q4 		$2.33M Buy
+57,261
New +$1.96M 0.01% 528
2016
Q3 		– Sell
-29,315
Closed -$558K – 1474
2016
Q2 		$558K Sell
29,315
-46,065
-61% -$866K ﹤0.01% 737
2016
Q1 		$1.32M Buy
75,380
+1,071
+1% +$15.5K 0.01% 604
2015
Q4 		$1.3M Buy
+74,309
New +$1.36M 0.01% 647
2015
Q3 		– Sell
-22,253
Closed -$444K – 1353
2015
Q2 		$444K Buy
+22,253
New +$533K ﹤0.01% 807

Other funds holding HEES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PP
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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Acadian Asset Management's HEES Position: Q4 2024 in Review

Acadian Asset Management sold out of H&E Equipment Services (HEES) in Q4 2024, closing a stake of 1,572 shares — an estimated $76K sold.

Acadian Asset Management first reported a position in HEES in Q2 2015 and held it in 19 quarters. The position peaked at $5.94M in Q1 2018. 198 funds tracked by Wall St. Rank hold HEES as of Q4 2024.

  • Acadian Asset Management reported no remaining H&E Equipment Services position as of Q4 2024 after selling out during the quarter.
  • Acadian Asset Management sold 1,572 H&E Equipment Services shares in Q4 2024, an estimated $76K.
  • Acadian Asset Management first reported a position in H&E Equipment Services in Q2 2015 and held it in 19 quarters.
  • Acadian Asset Management's H&E Equipment Services position peaked at $5.94M in Q1 2018.
  • 198 funds tracked by Wall St. Rank held H&E Equipment Services as of Q4 2024.

Based on Acadian Asset Management's 13F filing for Q4 2024, filed 11 Feb 2025.