BBHC
HEES

Brown Brothers Harriman & Co’s H&E Equipment Services HEES Stock Holding History

Brown Brothers Harriman & Co’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
-424
Closed -$19.4K – 1256
2023
Q2 		$19.4K Hold
424
– – ﹤0.01% 869
2023
Q1 		$18.8K Hold
424
– – ﹤0.01% 902
2022
Q4 		$19.3K Hold
424
– – ﹤0.01% 897
2022
Q3 		$12K Hold
424
– – ﹤0.01% 1109
2022
Q2 		$12K Buy
424
+164
+63% +$5.76K ﹤0.01% 979
2022
Q1 		$11K Buy
+260
New +$10.9K ﹤0.01% 1011

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

Brown Brothers Harriman & Co's HEES Position: Q3 2023 in Review

Brown Brothers Harriman & Co sold out of H&E Equipment Services (HEES) in Q3 2023, closing a stake of 424 shares — an estimated $19.4K sold.

Brown Brothers Harriman & Co first reported a position in HEES in Q1 2022 and held it in 6 quarters. The position peaked at $19.4K in Q2 2023. 186 funds tracked by Wall St. Rank hold HEES as of Q3 2023.

  • Brown Brothers Harriman & Co reported no remaining H&E Equipment Services position as of Q3 2023 after selling out during the quarter.
  • Brown Brothers Harriman & Co sold 424 H&E Equipment Services shares in Q3 2023, an estimated $19.4K.
  • Brown Brothers Harriman & Co first reported a position in H&E Equipment Services in Q1 2022 and held it in 6 quarters.
  • Brown Brothers Harriman & Co's H&E Equipment Services position peaked at $19.4K in Q2 2023.
  • 186 funds tracked by Wall St. Rank held H&E Equipment Services as of Q3 2023.

Based on Brown Brothers Harriman & Co's 13F filing for Q3 2023, filed 13 Nov 2023.