Capstone Investment Advisors
HEES

Capstone Investment Advisors’s H&E Equipment Services HEES Stock Holding History

Capstone Investment 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
Q2 		– Sell
-3,383
Closed -$217K – 2238
2024
Q1 		$217K Buy
+3,383
New +$186K ﹤0.01% 1979
2023
Q3 		– Sell
-4,463
Closed -$204K – 2179
2023
Q2 		$204K Buy
+4,463
New +$178K ﹤0.01% 1545

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
PP
Pertento Partners London, United Kingdom $1.37B 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

Capstone Investment Advisors's HEES Position: Q2 2024 in Review

Capstone Investment Advisors sold out of H&E Equipment Services (HEES) in Q2 2024, closing a stake of 3,383 shares — an estimated $217K sold.

Capstone Investment Advisors first reported a position in HEES in Q2 2023 and held it in 2 quarters. The position peaked at $217K in Q1 2024. 215 funds tracked by Wall St. Rank hold HEES as of Q2 2024.

  • Capstone Investment Advisors reported no remaining H&E Equipment Services position as of Q2 2024 after selling out during the quarter.
  • Capstone Investment Advisors sold 3,383 H&E Equipment Services shares in Q2 2024, an estimated $217K.
  • Capstone Investment Advisors first reported a position in H&E Equipment Services in Q2 2023 and held it in 2 quarters.
  • Capstone Investment Advisors's H&E Equipment Services position peaked at $217K in Q1 2024.
  • 215 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2024.

Based on Capstone Investment Advisors's 13F filing for Q2 2024, filed 14 Aug 2024.