DTL
HEES

Dynamic Technology Lab’s H&E Equipment Services HEES Stock Holding History

Dynamic Technology Lab’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
Q4 		– Sell
-8,174
Closed -$398K – 1104
2024
Q3 		$398K Buy
+8,174
New +$384K 0.04% 642
2024
Q1 		– Sell
-9,218
Closed -$482K – 1207
2023
Q4 		$482K Buy
+9,218
New +$416K 0.05% 601
2023
Q3 		– Sell
-12,030
Closed -$550K – 1104
2023
Q2 		$550K Sell
12,030
-2,523
-17% -$101K 0.07% 466
2023
Q1 		$644K Buy
+14,553
New +$710K 0.06% 537
2022
Q4 		– Sell
-11,740
Closed -$333K – 1267
2022
Q3 		$333K Buy
+11,740
New +$369K 0.03% 775
2021
Q3 		– Sell
-11,520
Closed -$383K – 1244
2021
Q2 		$383K Buy
+11,520
New +$422K 0.04% 680
2020
Q3 		– Sell
-12,648
Closed -$234K – 1131
2020
Q2 		$234K Sell
12,648
-13,474
-52% -$214K 0.04% 760
2020
Q1 		$383K Buy
26,122
+12,529
+92% +$303K 0.07% 477
2019
Q4 		$454K Buy
+13,593
New +$441K 0.07% 495
2019
Q3 		– Sell
-10,122
Closed -$294K – 1083
2019
Q2 		$294K Sell
10,122
-2,675
-21% -$74.4K 0.05% 658
2019
Q1 		$321K Buy
+12,797
New +$337K 0.05% 628
2018
Q3 		– Sell
-12,079
Closed -$454K – 1152
2018
Q2 		$454K Buy
+12,079
New +$450K 0.07% 497
2018
Q1 		– Sell
-8,487
Closed -$345K – 1168
2017
Q4 		$345K Sell
8,487
-10,024
-54% -$343K 0.06% 626
2017
Q3 		$540K Buy
+18,511
New +$430K 0.09% 410
2015
Q3 		– Sell
-27,381
Closed -$547K – 896
2015
Q2 		$547K Buy
+27,381
New +$656K 0.19% 147
2015
Q1 		– Sell
-11,042
Closed -$310K – 748
2014
Q4 		$310K Buy
+11,042
New +$375K 0.16% 259
2014
Q3 		– Sell
-8,356
Closed -$304K – 728
2014
Q2 		$304K Buy
+8,356
New +$306K 0.14% 304

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
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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Dynamic Technology Lab's HEES Position: Q4 2024 in Review

Dynamic Technology Lab sold out of H&E Equipment Services (HEES) in Q4 2024, closing a stake of 8,174 shares — an estimated $398K sold.

Dynamic Technology Lab first reported a position in HEES in Q2 2014 and held it in 17 quarters. The position peaked at $644K in Q1 2023. 199 funds tracked by Wall St. Rank hold HEES as of Q4 2024.

  • Dynamic Technology Lab reported no remaining H&E Equipment Services position as of Q4 2024 after selling out during the quarter.
  • Dynamic Technology Lab sold 8,174 H&E Equipment Services shares in Q4 2024, an estimated $398K.
  • Dynamic Technology Lab first reported a position in H&E Equipment Services in Q2 2014 and held it in 17 quarters.
  • Dynamic Technology Lab's H&E Equipment Services position peaked at $644K in Q1 2023.
  • 199 funds tracked by Wall St. Rank held H&E Equipment Services as of Q4 2024.

Based on Dynamic Technology Lab's 13F filing for Q4 2024, filed 13 Feb 2025.