BFPW
HEES

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 $5.7T 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $942M AUM 36.36% 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