ASN
HEES

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

Advisory Services Network’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
Q1 		– Sell
-1,400
Closed -$63.6K – 4068
2022
Q4 		$63.6K Buy
+1,400
New +$54.2K ﹤0.01% 1849

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Advisory Services Network's HEES Position: Q1 2023 in Review

Advisory Services Network sold out of H&E Equipment Services (HEES) in Q1 2023, closing a stake of 1,400 shares — an estimated $63.6K sold.

Advisory Services Network first reported a position in HEES in Q4 2022 and held it in 1 quarter. The position peaked at $63.6K in Q4 2022. 189 funds tracked by Wall St. Rank hold HEES as of Q1 2023.

  • Advisory Services Network reported no remaining H&E Equipment Services position as of Q1 2023 after selling out during the quarter.
  • Advisory Services Network sold 1,400 H&E Equipment Services shares in Q1 2023, an estimated $63.6K.
  • Advisory Services Network first reported a position in H&E Equipment Services in Q4 2022 and held it in 1 quarter.
  • Advisory Services Network's H&E Equipment Services position peaked at $63.6K in Q4 2022.
  • 189 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2023.

Based on Advisory Services Network's 13F filing for Q1 2023, filed 17 May 2023.