CAN
HEES

Cetera Advisor Networks’s H&E Equipment Services HEES Stock Holding History

Cetera Advisor Networks’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
Q1 		$336K Buy
5,230
+1,115
+27% +$61.1K ﹤0.01% 2203
2023
Q4 		$215K Buy
+4,115
New +$186K ﹤0.01% 2476
2020
Q3 		– Sell
-3,670
Closed -$68K – 1982
2020
Q2 		$68K Buy
+3,670
New +$58.4K ﹤0.01% 1731

Other funds holding HEES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Cetera Advisor Networks's HEES Position: Q1 2024 in Review

Cetera Advisor Networks increased its H&E Equipment Services (HEES) stake by 27% in Q1 2024, buying an estimated $61.1K and bringing the position to 5,230 shares worth $336K. The position accounts for ﹤0.01% of the portfolio, ranked #2203.

Cetera Advisor Networks first reported a position in HEES in Q2 2020 and has held it in 3 quarters since. 216 funds tracked by Wall St. Rank hold HEES as of Q1 2024.

  • Cetera Advisor Networks held 5,230 shares of H&E Equipment Services worth $336K as of Q1 2024.
  • Cetera Advisor Networks bought 1,115 H&E Equipment Services shares in Q1 2024, an estimated $61.1K.
  • H&E Equipment Services made up ﹤0.01% of Cetera Advisor Networks's portfolio in Q1 2024, its #2203 holding.
  • Cetera Advisor Networks first reported a position in H&E Equipment Services in Q2 2020 and has held it in 3 quarters since.
  • 216 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2024.

Based on Cetera Advisor Networks's 13F filing for Q1 2024, filed 15 May 2024.