Arrowstreet Capital
HEES

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

Arrowstreet Capital’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
2024
Q2 		– Sell
-285,830
Closed -$18.3M – 1632
2024
Q1 		$18.3M Sell
285,830
-3,897
-1% -$214K 0.02% 519
2023
Q4 		$15.2M Buy
289,727
+13,597
+5% +$614K 0.02% 467
2023
Q3 		$11.9M Buy
276,130
+128,450
+87% +$5.85M 0.01% 482
2023
Q2 		$6.76M Sell
147,680
-38,755
-21% -$1.55M 0.01% 579
2023
Q1 		$8.25M Buy
186,435
+9,993
+6% +$487K 0.01% 582
2022
Q4 		$8.01M Buy
176,442
+31,527
+22% +$1.22M 0.01% 573
2022
Q3 		$4.11M Buy
144,915
+134,541
+1,297% +$4.23M 0.01% 700
2022
Q2 		$301K Sell
10,374
-39,033
-79% -$1.37M ﹤0.01% 1121
2022
Q1 		$2.15M Buy
+49,407
New +$2.08M ﹤0.01% 793
2021
Q4 		– Sell
-30,252
Closed -$1.05M – 1555
2021
Q3 		$1.05M Sell
30,252
-303,934
-91% -$10.1M ﹤0.01% 1288
2021
Q2 		$11.1M Sell
334,186
-43,383
-11% -$1.59M 0.01% 805
2021
Q1 		$14.3M Sell
377,569
-24,500
-6% -$784K 0.02% 721
2020
Q4 		$12M Sell
402,069
-4,400
-1% -$113K 0.02% 806
2020
Q3 		$7.99M Buy
406,469
+130,213
+47% +$2.54M 0.01% 947
2020
Q2 		$5.11M Sell
276,256
-26,218
-9% -$417K 0.01% 1051
2020
Q1 		$4.44M Sell
302,474
-58,371
-16% -$1.41M 0.01% 781
2019
Q4 		$12.1M Buy
360,845
+257,349
+249% +$8.35M 0.03% 544
2019
Q3 		$2.99M Buy
+103,496
New +$2.8M 0.01% 855
2016
Q4 		– Sell
-229,575
Closed -$3.85M – 2017
2016
Q3 		$3.85M Buy
229,575
+193,066
+529% +$3.31M 0.01% 726
2016
Q2 		$695K Buy
+36,509
New +$687K ﹤0.01% 1073
2014
Q4 		– Sell
-12,223
Closed -$492K – 1269
2014
Q3 		$492K Buy
12,223
+2,450
+25% +$95.4K ﹤0.01% 841
2014
Q2 		$355K Sell
9,773
-63,689
-87% -$2.33M ﹤0.01% 860
2014
Q1 		$2.97M Buy
73,462
+19,900
+37% +$660K 0.02% 561
2013
Q4 		$1.59M Buy
+53,562
New +$1.47M 0.01% 720

Other funds holding HEES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Arrowstreet Capital's HEES Position: Q2 2024 in Review

Arrowstreet Capital sold out of H&E Equipment Services (HEES) in Q2 2024, closing a stake of 285,830 shares — an estimated $18.3M sold.

Arrowstreet Capital first reported a position in HEES in Q4 2013 and held it in 24 quarters. The position peaked at $18.3M in Q1 2024. 215 funds tracked by Wall St. Rank hold HEES as of Q2 2024.

  • Arrowstreet Capital reported no remaining H&E Equipment Services position as of Q2 2024 after selling out during the quarter.
  • Arrowstreet Capital sold 285,830 H&E Equipment Services shares in Q2 2024, an estimated $18.3M.
  • Arrowstreet Capital first reported a position in H&E Equipment Services in Q4 2013 and held it in 24 quarters.
  • Arrowstreet Capital's H&E Equipment Services position peaked at $18.3M in Q1 2024.
  • 215 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2024.

Based on Arrowstreet Capital's 13F filing for Q2 2024, filed 14 Aug 2024.