BIA
HEES

Bell Investment Advisors’s H&E Equipment Services HEES Stock Holding History

Bell Investment Advisors’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
-11
Closed -$504 – 1962
2023
Q2 		$504 Sell
11
-5
-31% -$200 ﹤0.01% 1847
2023
Q1 		$708 Hold
16
– – ﹤0.01% 1670
2022
Q4 		$726 Buy
+16
New +$620 ﹤0.01% 1668

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

Bell Investment Advisors's HEES Position: Q3 2023 in Review

Bell Investment Advisors sold out of H&E Equipment Services (HEES) in Q3 2023, closing a stake of 11 shares — an estimated $504 sold.

Bell Investment Advisors first reported a position in HEES in Q4 2022 and held it in 3 quarters. The position peaked at $726 in Q4 2022. 186 funds tracked by Wall St. Rank hold HEES as of Q3 2023.

  • Bell Investment Advisors reported no remaining H&E Equipment Services position as of Q3 2023 after selling out during the quarter.
  • Bell Investment Advisors sold 11 H&E Equipment Services shares in Q3 2023, an estimated $504.
  • Bell Investment Advisors first reported a position in H&E Equipment Services in Q4 2022 and held it in 3 quarters.
  • Bell Investment Advisors's H&E Equipment Services position peaked at $726 in Q4 2022.
  • 186 funds tracked by Wall St. Rank held H&E Equipment Services as of Q3 2023.

Based on Bell Investment Advisors's 13F filing for Q3 2023, filed 8 Nov 2023.