Driehaus Capital Management’s H&E Equipment Services HEES Stock Holding History
Bought
Maintained
Sold
Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
---|---|---|---|---|---|---|---|---|
2024
Q2 | – | Sell |
-297,725
| Closed | -$19.1M | – | 402 |
|
2024
Q1 | $19.1M | Buy |
297,725
+35,157
| +13% | +$2.26M | 0.19% | 155 |
|
2023
Q4 | $13.7M | Buy |
+262,568
| New | +$13.7M | 0.17% | 199 |
|
2023
Q2 | – | Sell |
-320,301
| Closed | -$14.2M | – | 429 |
|
2023
Q1 | $14.2M | Sell |
320,301
-7,897
| -2% | -$349K | 0.2% | 167 |
|
2022
Q4 | $14.9M | Buy |
+328,198
| New | +$14.9M | 0.22% | 153 |
|
2022
Q3 | – | Sell |
-172,029
| Closed | -$4.98M | – | 372 |
|
2022
Q2 | $4.98M | Sell |
172,029
-220,608
| -56% | -$6.39M | 0.08% | 272 |
|
2022
Q1 | $17.1M | Buy |
392,637
+69,795
| +22% | +$3.04M | 0.21% | 159 |
|
2021
Q4 | $14.3M | Buy |
+322,842
| New | +$14.3M | 0.15% | 197 |
|
2021
Q3 | – | Sell |
-325,241
| Closed | -$10.8M | – | 429 |
|
2021
Q2 | $10.8M | Sell |
325,241
-61,282
| -16% | -$2.04M | 0.14% | 212 |
|
2021
Q1 | $14.7M | Buy |
386,523
+229,009
| +145% | +$8.7M | 0.22% | 146 |
|
2020
Q4 | $4.7M | Buy |
+157,514
| New | +$4.7M | 0.08% | 253 |
|
2020
Q1 | – | Sell |
-313,084
| Closed | -$10.5M | – | 451 |
|
2019
Q4 | $10.5M | Buy |
+313,084
| New | +$10.5M | 0.28% | 99 |
|
2018
Q2 | – | Sell |
-182,875
| Closed | -$7.04M | – | 495 |
|
2018
Q1 | $7.04M | Buy |
182,875
+11,467
| +7% | +$441K | 0.25% | 105 |
|
2017
Q4 | $6.97M | Sell |
171,408
-96,279
| -36% | -$3.91M | 0.26% | 99 |
|
2017
Q3 | $7.82M | Buy |
+267,687
| New | +$7.82M | 0.3% | 83 |
|
2017
Q2 | – | Sell |
-324,199
| Closed | -$7.95M | – | 584 |
|
2017
Q1 | $7.95M | Sell |
324,199
-1,415
| -0.4% | -$34.7K | 0.27% | 79 |
|
2016
Q4 | $7.57M | Buy |
+325,614
| New | +$7.57M | 0.27% | 77 |
|
2014
Q4 | – | Sell |
-195,505
| Closed | -$7.88M | – | 533 |
|
2014
Q3 | $7.88M | Buy |
195,505
+81,141
| +71% | +$3.27M | 0.3% | 79 |
|
2014
Q2 | $4.16M | Sell |
114,364
-47,962
| -30% | -$1.74M | 0.13% | 208 |
|
2014
Q1 | $6.57M | Buy |
162,326
+9,834
| +6% | +$398K | 0.21% | 134 |
|
2013
Q4 | $4.52M | Buy |
152,492
+70,576
| +86% | +$2.09M | 0.16% | 175 |
|
2013
Q3 | $2.18M | Sell |
81,916
-22,170
| -21% | -$589K | 0.08% | 260 |
|
2013
Q2 | $2.19M | Buy |
+104,086
| New | +$2.19M | 0.1% | 251 |
|