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

Ameritas Advisory Services’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	-41	Closed	-$1.74K	–	1409
2023 Q1	$1.74K	Buy	+41	New	+$2K	﹤0.01%	2429

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

Ameritas Advisory Services's HEES Position: Q2 2023 in Review

Ameritas Advisory Services sold out of H&E Equipment Services (HEES) in Q2 2023, closing a stake of 41 shares — an estimated $1.74K sold.

Ameritas Advisory Services first reported a position in HEES in Q1 2023 and held it in 1 quarter. The position peaked at $1.74K in Q1 2023. 195 funds tracked by Wall St. Rank hold HEES as of Q2 2023.

Ameritas Advisory Services reported no remaining H&E Equipment Services position as of Q2 2023 after selling out during the quarter.
Ameritas Advisory Services sold 41 H&E Equipment Services shares in Q2 2023, an estimated $1.74K.
Ameritas Advisory Services first reported a position in H&E Equipment Services in Q1 2023 and held it in 1 quarter.
Ameritas Advisory Services's H&E Equipment Services position peaked at $1.74K in Q1 2023.
195 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2023.

Based on Ameritas Advisory Services's 13F filing for Q2 2023, filed 25 Jul 2023.