Advisory Research’s H&E Equipment Services HEES Stock Holding History

Advisory Research’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
2023 Q2	–	Sell	-10,320	Closed	-$456K	–	456
2023 Q1	$456K	Sell	10,320 -1,711	-14%	-$83.5K	0.08%	251
2022 Q4	$546K	Buy	+12,031	New	+$466K	0.05%	238
2022 Q2	–	Sell	-34,443	Closed	-$1.5M	–	400
2022 Q1	$1.5M	Sell	34,443 -2,090	-6%	-$87.9K	0.12%	137
2021 Q4	$1.62M	Buy	+36,533	New	+$1.59M	0.13%	143

Other funds holding HEES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Advisory Research's HEES Position: Q2 2023 in Review

Advisory Research sold out of H&E Equipment Services (HEES) in Q2 2023, closing a stake of 10,320 shares — an estimated $456K sold.

Advisory Research first reported a position in HEES in Q4 2021 and held it in 4 quarters. The position peaked at $1.62M in Q4 2021. 195 funds tracked by Wall St. Rank hold HEES as of Q2 2023.

Advisory Research reported no remaining H&E Equipment Services position as of Q2 2023 after selling out during the quarter.
Advisory Research sold 10,320 H&E Equipment Services shares in Q2 2023, an estimated $456K.
Advisory Research first reported a position in H&E Equipment Services in Q4 2021 and held it in 4 quarters.
Advisory Research's H&E Equipment Services position peaked at $1.62M in Q4 2021.
195 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2023.

Based on Advisory Research's 13F filing for Q2 2023, filed 14 Aug 2023.