Antonetti Capital Management’s H&E Equipment Services HEES Stock Holding History

Antonetti Capital 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 Q3	–	Sell	-550	Closed	-$25.2K	–	345
2023 Q2	$25.2K	Hold	550	–	–	0.04%	143
2023 Q1	$24.3K	Hold	550	–	–	0.04%	157
2022 Q4	$25K	Hold	550	–	–	0.03%	156
2022 Q3	$16K	Hold	550	–	–	0.02%	188
2022 Q2	$16K	Hold	550	–	–	0.02%	197
2022 Q1	$24K	Hold	550	–	–	0.02%	188
2021 Q4	$24K	Hold	550	–	–	0.02%	226
2021 Q3	$19K	Buy	+550	New	+$18.2K	0.02%	252

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

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

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

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

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

Antonetti Capital Management's HEES Position: Q3 2023 in Review

Antonetti Capital Management sold out of H&E Equipment Services (HEES) in Q3 2023, closing a stake of 550 shares — an estimated $25.2K sold.

Antonetti Capital Management first reported a position in HEES in Q3 2021 and held it in 8 quarters. The position peaked at $25.2K in Q2 2023. 186 funds tracked by Wall St. Rank hold HEES as of Q3 2023.

Antonetti Capital Management reported no remaining H&E Equipment Services position as of Q3 2023 after selling out during the quarter.
Antonetti Capital Management sold 550 H&E Equipment Services shares in Q3 2023, an estimated $25.2K.
Antonetti Capital Management first reported a position in H&E Equipment Services in Q3 2021 and held it in 8 quarters.
Antonetti Capital Management's H&E Equipment Services position peaked at $25.2K in Q2 2023.
186 funds tracked by Wall St. Rank held H&E Equipment Services as of Q3 2023.

Based on Antonetti Capital Management's 13F filing for Q3 2023, filed 9 Nov 2023.