BHCM
HEES

Boulder Hill Capital Management’s H&E Equipment Services HEES Stock Holding History

Boulder Hill Capital Management’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
Q1 		– Sell
-10,200
Closed -$463K – 169
2022
Q4 		$463K Buy
+10,200
New +$395K 0.38% 61

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
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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Boulder Hill Capital Management's HEES Position: Q1 2023 in Review

Boulder Hill Capital Management sold out of H&E Equipment Services (HEES) in Q1 2023, closing a stake of 10,200 shares — an estimated $463K sold.

Boulder Hill Capital Management first reported a position in HEES in Q4 2022 and held it in 1 quarter. The position peaked at $463K in Q4 2022. 189 funds tracked by Wall St. Rank hold HEES as of Q1 2023.

  • Boulder Hill Capital Management reported no remaining H&E Equipment Services position as of Q1 2023 after selling out during the quarter.
  • Boulder Hill Capital Management sold 10,200 H&E Equipment Services shares in Q1 2023, an estimated $463K.
  • Boulder Hill Capital Management first reported a position in H&E Equipment Services in Q4 2022 and held it in 1 quarter.
  • Boulder Hill Capital Management's H&E Equipment Services position peaked at $463K in Q4 2022.
  • 189 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2023.

Based on Boulder Hill Capital Management's 13F filing for Q1 2023, filed 12 May 2023.