CPA
HEES

Capital Performance Advisors’s H&E Equipment Services HEES Stock Holding History

Capital Performance Advisors’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
-5
Closed -$243 – 1224
2024
Q3 		$243 Buy
+5
New +$235 ﹤0.01% 2513

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
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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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 $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
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Capital Performance Advisors's HEES Position: Q4 2024 in Review

Capital Performance Advisors sold out of H&E Equipment Services (HEES) in Q4 2024, closing a stake of 5 shares — an estimated $243 sold.

Capital Performance Advisors first reported a position in HEES in Q3 2024 and held it in 1 quarter. The position peaked at $243 in Q3 2024. 198 funds tracked by Wall St. Rank hold HEES as of Q4 2024.

  • Capital Performance Advisors reported no remaining H&E Equipment Services position as of Q4 2024 after selling out during the quarter.
  • Capital Performance Advisors sold 5 H&E Equipment Services shares in Q4 2024, an estimated $243.
  • Capital Performance Advisors first reported a position in H&E Equipment Services in Q3 2024 and held it in 1 quarter.
  • Capital Performance Advisors's H&E Equipment Services position peaked at $243 in Q3 2024.
  • 198 funds tracked by Wall St. Rank held H&E Equipment Services as of Q4 2024.

Based on Capital Performance Advisors's 13F filing for Q4 2024, filed 31 Jan 2025.