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BOK Financial Private Wealth’s H&E Equipment Services HEES Stock Holding History

BOK Financial Private Wealth’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
Q3 		– Sell
-922
Closed -$40.7K – 542
2024
Q2 		$40.7K Buy
+922
New +$47.3K ﹤0.01% 281
2024
Q1 		– Sell
-839
Closed -$43.9K – 497
2023
Q4 		$43.9K Hold
839
– – ﹤0.01% 257
2023
Q3 		$36.2K Hold
839
– – ﹤0.01% 254
2023
Q2 		$38.4K Hold
839
– – ﹤0.01% 243
2023
Q1 		$37.1K Hold
839
– – ﹤0.01% 263
2022
Q4 		$38.1K Hold
839
– – ﹤0.01% 249
2022
Q3 		$24K Hold
839
– – ﹤0.01% 295
2022
Q2 		$24K Buy
+839
New +$29.5K ﹤0.01% 304

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 $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

BOK Financial Private Wealth's HEES Position: Q3 2024 in Review

BOK Financial Private Wealth sold out of H&E Equipment Services (HEES) in Q3 2024, closing a stake of 922 shares — an estimated $40.7K sold.

BOK Financial Private Wealth first reported a position in HEES in Q2 2022 and held it in 8 quarters. The position peaked at $43.9K in Q4 2023. 225 funds tracked by Wall St. Rank hold HEES as of Q3 2024.

  • BOK Financial Private Wealth reported no remaining H&E Equipment Services position as of Q3 2024 after selling out during the quarter.
  • BOK Financial Private Wealth sold 922 H&E Equipment Services shares in Q3 2024, an estimated $40.7K.
  • BOK Financial Private Wealth first reported a position in H&E Equipment Services in Q2 2022 and held it in 8 quarters.
  • BOK Financial Private Wealth's H&E Equipment Services position peaked at $43.9K in Q4 2023.
  • 225 funds tracked by Wall St. Rank held H&E Equipment Services as of Q3 2024.

Based on BOK Financial Private Wealth's 13F filing for Q3 2024, filed 13 Nov 2024.