DS
HEES

David Shaw’s H&E Equipment Services HEES Stock Holding History

David Shaw’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
2015
Q3 		– Sell
-50,000
Closed -$999K – 3784
2015
Q2 		$999K Hold
50,000
– – ﹤0.01% 2704
2015
Q1 		$1.25M Buy
+50,000
New +$1.12M ﹤0.01% 2383
2014
Q3 		– Sell
-29,700
Closed -$1.08M – 4210
2014
Q2 		$1.08M Buy
29,700
+12,400
+72% +$455K ﹤0.01% 2870
2014
Q1 		$700K Hold
17,300
– – ﹤0.01% 3333
2013
Q4 		$513K Buy
+17,300
New +$474K ﹤0.01% 3714

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 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 $1.86B AUM 53.86% 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

David Shaw's HEES Position: Q3 2024 in Review

David Shaw sold out of H&E Equipment Services (HEES) in Q3 2024, closing a stake of 5,811 shares — an estimated $257K sold.

David Shaw first reported a position in HEES in Q3 2013 and held it in 33 quarters. The position peaked at $4.34M in Q2 2015. 225 funds tracked by Wall St. Rank hold HEES as of Q3 2024.

  • David Shaw reported no remaining H&E Equipment Services position as of Q3 2024 after selling out during the quarter.
  • David Shaw sold 5,811 H&E Equipment Services shares in Q3 2024, an estimated $257K.
  • David Shaw first reported a position in H&E Equipment Services in Q3 2013 and held it in 33 quarters.
  • David Shaw's H&E Equipment Services position peaked at $4.34M in Q2 2015.
  • 225 funds tracked by Wall St. Rank held H&E Equipment Services as of Q3 2024.

Based on D.E. Shaw & Co's 13F filing for Q3 2024, filed 14 Nov 2024.