AF
HEES

Amalgamated Financial’s H&E Equipment Services HEES Stock Holding History

Amalgamated Financial’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
2022
Q1 		$228K Buy
+5,244
New +$220K ﹤0.01% 1852

Other funds holding HEES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Amalgamated Financial's HEES Position: Q1 2022 in Review

Amalgamated Financial opened a new position in H&E Equipment Services (HEES) in Q1 2022: 5,244 shares worth $228K. The stake represents ﹤0.01% of the portfolio and ranks #1852 among its holdings.

165 funds tracked by Wall St. Rank hold HEES as of Q1 2022.

  • Amalgamated Financial held 5,244 shares of H&E Equipment Services worth $228K as of Q1 2022.
  • H&E Equipment Services was a new Amalgamated Financial position in Q1 2022.
  • H&E Equipment Services made up ﹤0.01% of Amalgamated Financial's portfolio in Q1 2022, its #1852 holding.
  • 165 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2022.

Based on Amalgamated Financial's 13F filing for Q1 2022, filed 16 May 2022.