DA
HEES

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

Denali 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
-5,000
Closed -$321K – 304
2024
Q1 		$321K Buy
+5,000
New +$274K 0.09% 183
2020
Q3 		– Sell
-29,100
Closed -$538K – 383
2020
Q2 		$538K Buy
29,100
+11,800
+68% +$188K 0.1% 201
2020
Q1 		$254K Hold
17,300
– – 0.06% 190
2019
Q4 		$578K Buy
+17,300
New +$561K 0.08% 173

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

Denali Advisors's HEES Position: Q2 2024 in Review

Denali Advisors sold out of H&E Equipment Services (HEES) in Q2 2024, closing a stake of 5,000 shares — an estimated $321K sold.

Denali Advisors first reported a position in HEES in Q4 2019 and held it in 4 quarters. The position peaked at $578K in Q4 2019. 215 funds tracked by Wall St. Rank hold HEES as of Q2 2024.

  • Denali Advisors reported no remaining H&E Equipment Services position as of Q2 2024 after selling out during the quarter.
  • Denali Advisors sold 5,000 H&E Equipment Services shares in Q2 2024, an estimated $321K.
  • Denali Advisors first reported a position in H&E Equipment Services in Q4 2019 and held it in 4 quarters.
  • Denali Advisors's H&E Equipment Services position peaked at $578K in Q4 2019.
  • 215 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2024.

Based on Denali Advisors's 13F filing for Q2 2024, filed 9 Aug 2024.