EIA
HEES

Edgemoor Investment Advisors’s H&E Equipment Services HEES Stock Holding History

Edgemoor Investment Advisors’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
2023
Q1 		– Sell
-13,259
Closed -$602K – 161
2022
Q4 		$602K Buy
+13,259
New +$514K 0.08% 106

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Edgemoor Investment Advisors's HEES Position: Q1 2023 in Review

Edgemoor Investment Advisors sold out of H&E Equipment Services (HEES) in Q1 2023, closing a stake of 13,259 shares — an estimated $602K sold.

Edgemoor Investment Advisors first reported a position in HEES in Q4 2022 and held it in 1 quarter. The position peaked at $602K in Q4 2022. 189 funds tracked by Wall St. Rank hold HEES as of Q1 2023.

  • Edgemoor Investment Advisors reported no remaining H&E Equipment Services position as of Q1 2023 after selling out during the quarter.
  • Edgemoor Investment Advisors sold 13,259 H&E Equipment Services shares in Q1 2023, an estimated $602K.
  • Edgemoor Investment Advisors first reported a position in H&E Equipment Services in Q4 2022 and held it in 1 quarter.
  • Edgemoor Investment Advisors's H&E Equipment Services position peaked at $602K in Q4 2022.
  • 189 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2023.

Based on Edgemoor Investment Advisors's 13F filing for Q1 2023, filed 9 May 2023.