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

Claris 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	-1	Closed	-$49	–	526
2024 Q3	$49	Buy	+1	New	+$47	﹤0.01%	1194

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

Claris Advisors's HEES Position: Q4 2024 in Review

Claris Advisors sold out of H&E Equipment Services (HEES) in Q4 2024, closing a stake of 1 share — an estimated $49 sold.

Claris Advisors first reported a position in HEES in Q3 2024 and held it in 1 quarter. The position peaked at $49 in Q3 2024. 198 funds tracked by Wall St. Rank hold HEES as of Q4 2024.

Claris Advisors reported no remaining H&E Equipment Services position as of Q4 2024 after selling out during the quarter.
Claris Advisors sold 1 H&E Equipment Services share in Q4 2024, an estimated $49.
Claris Advisors first reported a position in H&E Equipment Services in Q3 2024 and held it in 1 quarter.
Claris Advisors's H&E Equipment Services position peaked at $49 in Q3 2024.
198 funds tracked by Wall St. Rank held H&E Equipment Services as of Q4 2024.

Based on Claris Advisors's 13F filing for Q4 2024, filed 7 Feb 2025.