EGI
HEES

EAM Global Investors’s H&E Equipment Services HEES Stock Holding History

EAM Global Investors’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
-79,577
Closed -$5.11M – 108
2024
Q1 		$5.11M Buy
+79,577
New +$4.36M 1.18% 33
2022
Q2 		– Sell
-35,775
Closed -$1.56M – 212
2022
Q1 		$1.56M Sell
35,775
-16,091
-31% -$677K 0.29% 178
2021
Q4 		$2.3M Buy
+51,866
New +$2.26M 0.41% 132

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

EAM Global Investors's HEES Position: Q2 2024 in Review

EAM Global Investors sold out of H&E Equipment Services (HEES) in Q2 2024, closing a stake of 79,577 shares — an estimated $5.11M sold.

EAM Global Investors first reported a position in HEES in Q4 2021 and held it in 3 quarters. The position peaked at $5.11M in Q1 2024. 215 funds tracked by Wall St. Rank hold HEES as of Q2 2024.

  • EAM Global Investors reported no remaining H&E Equipment Services position as of Q2 2024 after selling out during the quarter.
  • EAM Global Investors sold 79,577 H&E Equipment Services shares in Q2 2024, an estimated $5.11M.
  • EAM Global Investors first reported a position in H&E Equipment Services in Q4 2021 and held it in 3 quarters.
  • EAM Global Investors's H&E Equipment Services position peaked at $5.11M in Q1 2024.
  • 215 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2024.

Based on EAM Global Investors's 13F filing for Q2 2024, filed 12 Aug 2024.