Benjamin F. Edwards & Company’s H&E Equipment Services HEES Stock Holding History

Benjamin F. Edwards & Company’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	-610	Closed	-$28K	–	1771
2023 Q2	$28K	Sell	610 -1,908	-76%	-$76.2K	﹤0.01%	1204
2023 Q1	$111K	Hold	2,518	–	–	﹤0.01%	875
2022 Q4	$114K	Sell	2,518 -2,999	-54%	-$116K	0.01%	862
2022 Q3	$156K	Hold	5,517	–	–	0.01%	737
2022 Q2	$160K	Buy	5,517 +19	+0.3%	+$667	0.01%	725
2022 Q1	$239K	Sell	5,498 -2,515	-31%	-$106K	0.01%	630
2021 Q4	$355K	Buy	+8,013	New	+$350K	0.02%	533

Other funds holding HEES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

Benjamin F. Edwards & Company's HEES Position: Q3 2023 in Review

Benjamin F. Edwards & Company sold out of H&E Equipment Services (HEES) in Q3 2023, closing a stake of 610 shares — an estimated $28K sold.

Benjamin F. Edwards & Company first reported a position in HEES in Q4 2021 and held it in 7 quarters. The position peaked at $355K in Q4 2021. 186 funds tracked by Wall St. Rank hold HEES as of Q3 2023.

Benjamin F. Edwards & Company reported no remaining H&E Equipment Services position as of Q3 2023 after selling out during the quarter.
Benjamin F. Edwards & Company sold 610 H&E Equipment Services shares in Q3 2023, an estimated $28K.
Benjamin F. Edwards & Company first reported a position in H&E Equipment Services in Q4 2021 and held it in 7 quarters.
Benjamin F. Edwards & Company's H&E Equipment Services position peaked at $355K in Q4 2021.
186 funds tracked by Wall St. Rank held H&E Equipment Services as of Q3 2023.

Based on Benjamin F. Edwards & Company's 13F filing for Q3 2023, filed 13 Nov 2023.