DCM
HEES

Driehaus Capital Management’s H&E Equipment Services HEES Stock Holding History

Driehaus Capital Management’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
-297,725
Closed -$19.1M – 402
2024
Q1 		$19.1M Buy
297,725
+35,157
+13% +$1.93M 0.19% 155
2023
Q4 		$13.7M Buy
+262,568
New +$11.9M 0.17% 199
2023
Q2 		– Sell
-320,301
Closed -$14.2M – 429
2023
Q1 		$14.2M Sell
320,301
-7,897
-2% -$385K 0.2% 167
2022
Q4 		$14.9M Buy
+328,198
New +$12.7M 0.22% 153
2022
Q3 		– Sell
-172,029
Closed -$4.98M – 372
2022
Q2 		$4.98M Sell
172,029
-220,608
-56% -$7.75M 0.08% 272
2022
Q1 		$17.1M Buy
392,637
+69,795
+22% +$2.93M 0.21% 159
2021
Q4 		$14.3M Buy
+322,842
New +$14.1M 0.15% 197
2021
Q3 		– Sell
-325,241
Closed -$10.8M – 429
2021
Q2 		$10.8M Sell
325,241
-61,282
-16% -$2.25M 0.14% 212
2021
Q1 		$14.7M Buy
386,523
+229,009
+145% +$7.33M 0.22% 146
2020
Q4 		$4.7M Buy
+157,514
New +$4.06M 0.08% 253
2020
Q1 		– Sell
-313,084
Closed -$10.5M – 452
2019
Q4 		$10.5M Buy
+313,084
New +$10.2M 0.28% 99
2018
Q2 		– Sell
-182,875
Closed -$7.04M – 499
2018
Q1 		$7.04M Buy
182,875
+11,467
+7% +$451K 0.25% 105
2017
Q4 		$6.97M Sell
171,408
-96,279
-36% -$3.29M 0.26% 99
2017
Q3 		$7.82M Buy
+267,687
New +$6.22M 0.3% 83
2017
Q2 		– Sell
-324,199
Closed -$7.95M – 585
2017
Q1 		$7.95M Sell
324,199
-1,415
-0.4% -$34.7K 0.27% 79
2016
Q4 		$7.57M Buy
+325,614
New +$5.96M 0.27% 77
2014
Q4 		– Sell
-195,505
Closed -$7.88M – 536
2014
Q3 		$7.88M Buy
195,505
+81,141
+71% +$3.16M 0.3% 80
2014
Q2 		$4.16M Sell
114,364
-47,962
-30% -$1.76M 0.13% 211
2014
Q1 		$6.57M Buy
162,326
+9,834
+6% +$326K 0.21% 136
2013
Q4 		$4.52M Buy
152,492
+70,576
+86% +$1.93M 0.16% 179
2013
Q3 		$2.18M Sell
81,916
-22,170
-21% -$528K 0.08% 265
2013
Q2 		$2.19M Buy
+104,086
New +$2.18M 0.1% 257

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

Driehaus Capital Management's HEES Position: Q2 2024 in Review

Driehaus Capital Management sold out of H&E Equipment Services (HEES) in Q2 2024, closing a stake of 297,725 shares — an estimated $19.1M sold.

Driehaus Capital Management first reported a position in HEES in Q2 2013 and held it in 22 quarters. The position peaked at $19.1M in Q1 2024. 215 funds tracked by Wall St. Rank hold HEES as of Q2 2024.

  • Driehaus Capital Management reported no remaining H&E Equipment Services position as of Q2 2024 after selling out during the quarter.
  • Driehaus Capital Management sold 297,725 H&E Equipment Services shares in Q2 2024, an estimated $19.1M.
  • Driehaus Capital Management first reported a position in H&E Equipment Services in Q2 2013 and held it in 22 quarters.
  • Driehaus Capital Management's H&E Equipment Services position peaked at $19.1M in Q1 2024.
  • 215 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2024.

Based on Driehaus Capital Management's 13F filing for Q2 2024, filed 14 Aug 2024.