AIM
HEES

Anchor Investment Management’s H&E Equipment Services HEES Stock Holding History

Anchor Investment 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
2023
Q4 		– Sell
-120
Closed -$5.18K – 972
2023
Q3 		$5.18K Buy
+120
New +$5.47K ﹤0.01% 830

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Anchor Investment Management's HEES Position: Q4 2023 in Review

Anchor Investment Management sold out of H&E Equipment Services (HEES) in Q4 2023, closing a stake of 120 shares — an estimated $5.18K sold.

Anchor Investment Management first reported a position in HEES in Q3 2023 and held it in 1 quarter. The position peaked at $5.18K in Q3 2023. 201 funds tracked by Wall St. Rank hold HEES as of Q4 2023.

  • Anchor Investment Management reported no remaining H&E Equipment Services position as of Q4 2023 after selling out during the quarter.
  • Anchor Investment Management sold 120 H&E Equipment Services shares in Q4 2023, an estimated $5.18K.
  • Anchor Investment Management first reported a position in H&E Equipment Services in Q3 2023 and held it in 1 quarter.
  • Anchor Investment Management's H&E Equipment Services position peaked at $5.18K in Q3 2023.
  • 201 funds tracked by Wall St. Rank held H&E Equipment Services as of Q4 2023.

Based on Anchor Investment Management's 13F filing for Q4 2023, filed 2 Jan 2024.