EI
HEES

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

EAM 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
-69,332
Closed -$4.45M – 288
2024
Q1 		$4.45M Buy
+69,332
New +$3.8M 0.69% 33
2022
Q2 		– Sell
-24,614
Closed -$1.07M – 283
2022
Q1 		$1.07M Sell
24,614
-11,130
-31% -$468K 0.2% 245
2021
Q4 		$1.58M Buy
+35,744
New +$1.56M 0.26% 183
2018
Q2 		– Sell
-55,132
Closed -$2.12M – 314
2018
Q1 		$2.12M Sell
55,132
-22,897
-29% -$900K 0.35% 136
2017
Q4 		$3.17M Sell
78,029
-1,002
-1% -$34.3K 0.57% 41
2017
Q3 		$2.31M Buy
+79,031
New +$1.84M 0.31% 149
2017
Q2 		– Sell
-30,731
Closed -$754K – 322
2017
Q1 		$754K Buy
+30,731
New +$753K 0.12% 234
2014
Q4 		– Sell
-68,717
Closed -$2.77M – 327
2014
Q3 		$2.77M Sell
68,717
-5,551
-7% -$216K 0.56% 27
2014
Q2 		$2.7M Sell
74,268
-8,284
-10% -$304K 0.51% 30
2014
Q1 		$3.34M Sell
82,552
-2,108
-2% -$69.9K 0.6% 20
2013
Q4 		$2.51M Buy
84,660
+42,253
+100% +$1.16M 0.45% 55
2013
Q3 		$1.13M Sell
42,407
-73
-0.2% -$1.74K 0.22% 212
2013
Q2 		$895K Buy
+42,480
New +$888K 0.19% 279

Other funds holding HEES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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 $942M 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