AssetMark Inc
HEES

AssetMark Inc’s H&E Equipment Services HEES Stock Holding History

AssetMark Inc’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
Q1 		– Sell
-25
Closed -$1.31K – 2007
2023
Q4 		$1.31K Buy
+25
New +$1.13K ﹤0.01% 1598
2022
Q2 		– Sell
-5
Closed – – 1567
2022
Q1 		$0 Buy
+5
New +$210 ﹤0.01% 1642

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
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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

AssetMark Inc's HEES Position: Q1 2024 in Review

AssetMark Inc sold out of H&E Equipment Services (HEES) in Q1 2024, closing a stake of 25 shares — an estimated $1.31K sold.

AssetMark Inc first reported a position in HEES in Q1 2022 and held it in 2 quarters. The position peaked at $1.31K in Q4 2023. 216 funds tracked by Wall St. Rank hold HEES as of Q1 2024.

  • AssetMark Inc reported no remaining H&E Equipment Services position as of Q1 2024 after selling out during the quarter.
  • AssetMark Inc sold 25 H&E Equipment Services shares in Q1 2024, an estimated $1.31K.
  • AssetMark Inc first reported a position in H&E Equipment Services in Q1 2022 and held it in 2 quarters.
  • AssetMark Inc's H&E Equipment Services position peaked at $1.31K in Q4 2023.
  • 216 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2024.

Based on AssetMark Inc's 13F filing for Q1 2024, filed 7 May 2024.