Campbell & Co Investment Adviser’s H&E Equipment Services HEES Stock Holding History

Campbell & Co Investment Adviser’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 Q4	–	Sell	-22,766	Closed	-$1.11M	–	1174
2024 Q3	$1.11M	Sell	22,766 -13,251	-37%	-$623K	0.08%	398
2024 Q2	$1.59M	Buy	+36,017	New	+$1.85M	0.14%	224
2024 Q1	–	Sell	-24,558	Closed	-$1.28M	–	1225
2023 Q4	$1.28M	Buy	24,558 +13,149	+115%	+$594K	0.12%	274
2023 Q3	$493K	Buy	11,409 +5,567	+95%	+$254K	0.06%	520
2023 Q2	$267K	Sell	5,842 -5,455	-48%	-$218K	0.05%	711
2023 Q1	$500K	Buy	+11,297	New	+$551K	0.09%	421
2020 Q1	–	Sell	-34,353	Closed	-$1.15M	–	235
2019 Q4	$1.15M	Buy	34,353 +19,745	+135%	+$640K	0.35%	40
2019 Q3	$422K	Buy	+14,608	New	+$395K	0.16%	244
2015 Q3	–	Sell	-13,326	Closed	-$266K	–	353
2015 Q2	$266K	Buy	+13,326	New	+$319K	0.23%	124
2015 Q1	–	Sell	-30,934	Closed	-$869K	–	232
2014 Q4	$869K	Buy	+30,934	New	+$1.05M	0.53%	70

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

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

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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

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

Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

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

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

Campbell & Co Investment Adviser's HEES Position: Q4 2024 in Review

Campbell & Co Investment Adviser sold out of H&E Equipment Services (HEES) in Q4 2024, closing a stake of 22,766 shares — an estimated $1.11M sold.

Campbell & Co Investment Adviser first reported a position in HEES in Q4 2014 and held it in 10 quarters. The position peaked at $1.59M in Q2 2024. 198 funds tracked by Wall St. Rank hold HEES as of Q4 2024.

Campbell & Co Investment Adviser reported no remaining H&E Equipment Services position as of Q4 2024 after selling out during the quarter.
Campbell & Co Investment Adviser sold 22,766 H&E Equipment Services shares in Q4 2024, an estimated $1.11M.
Campbell & Co Investment Adviser first reported a position in H&E Equipment Services in Q4 2014 and held it in 10 quarters.
Campbell & Co Investment Adviser's H&E Equipment Services position peaked at $1.59M in Q2 2024.
198 funds tracked by Wall St. Rank held H&E Equipment Services as of Q4 2024.

Based on Campbell & Co Investment Adviser's 13F filing for Q4 2024, filed 10 Feb 2025.