Connor, Clark & Lunn Investment Management (CC&L)
HEES

Connor, Clark & Lunn Investment Management (CC&L)’s H&E Equipment Services HEES Stock Holding History

Connor, Clark & Lunn Investment Management (CC&L)’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
Q3 		– Sell
-33,104
Closed -$1.46M – 1529
2024
Q2 		$1.46M Sell
33,104
-21,842
-40% -$1.12M 0.01% 748
2024
Q1 		$3.53M Sell
54,946
-816
-1% -$44.7K 0.02% 510
2023
Q4 		$2.92M Buy
55,762
+8,319
+18% +$376K 0.01% 573
2023
Q3 		$2.05M Buy
47,443
+27,550
+138% +$1.26M 0.01% 617
2023
Q2 		$910K Buy
19,893
+13,064
+191% +$522K ﹤0.01% 823
2023
Q1 		$302K Buy
+6,829
New +$333K ﹤0.01% 1006
2018
Q4 		– Sell
-15,600
Closed -$589K – 987
2018
Q3 		$589K Buy
+15,600
New +$565K ﹤0.01% 662
2017
Q1 		– Sell
-19,175
Closed -$446K – 956
2016
Q4 		$446K Buy
19,175
+5,675
+42% +$104K ﹤0.01% 623
2016
Q3 		$226K Buy
13,500
+2,200
+19% +$37.8K ﹤0.01% 718
2016
Q2 		$215K Sell
11,300
-400
-3% -$7.52K ﹤0.01% 736
2016
Q1 		$205K Buy
+11,700
New +$170K ﹤0.01% 710

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 $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 $552B AUM 44.19% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Connor, Clark & Lunn Investment Management (CC&L)'s HEES Position: Q3 2024 in Review

Connor, Clark & Lunn Investment Management (CC&L) sold out of H&E Equipment Services (HEES) in Q3 2024, closing a stake of 33,104 shares — an estimated $1.46M sold.

Connor, Clark & Lunn Investment Management (CC&L) first reported a position in HEES in Q1 2016 and held it in 11 quarters. The position peaked at $3.53M in Q1 2024. 225 funds tracked by Wall St. Rank hold HEES as of Q3 2024.

  • Connor, Clark & Lunn Investment Management (CC&L) reported no remaining H&E Equipment Services position as of Q3 2024 after selling out during the quarter.
  • Connor, Clark & Lunn Investment Management (CC&L) sold 33,104 H&E Equipment Services shares in Q3 2024, an estimated $1.46M.
  • Connor, Clark & Lunn Investment Management (CC&L) first reported a position in H&E Equipment Services in Q1 2016 and held it in 11 quarters.
  • Connor, Clark & Lunn Investment Management (CC&L)'s H&E Equipment Services position peaked at $3.53M in Q1 2024.
  • 225 funds tracked by Wall St. Rank held H&E Equipment Services as of Q3 2024.

Based on Connor, Clark & Lunn Investment Management (CC&L)'s 13F filing for Q3 2024, filed 8 Nov 2024.