EI
HEES

Ellevest Inc’s H&E Equipment Services HEES Stock Holding History

Ellevest Inc’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
Q2 		– Sell
-65
Closed -$2.88K – 891
2023
Q1 		$2.88K Hold
65
– – ﹤0.01% 1367
2022
Q4 		$2.95K Hold
65
– – ﹤0.01% 1309
2022
Q3 		$2K Sell
65
-11
-14% -$346 ﹤0.01% 1339
2022
Q2 		$2K Buy
+76
New +$2.67K ﹤0.01% 1158

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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

Ellevest Inc's HEES Position: Q2 2023 in Review

Ellevest Inc sold out of H&E Equipment Services (HEES) in Q2 2023, closing a stake of 65 shares — an estimated $2.88K sold.

Ellevest Inc first reported a position in HEES in Q2 2022 and held it in 4 quarters. The position peaked at $2.95K in Q4 2022. 195 funds tracked by Wall St. Rank hold HEES as of Q2 2023.

  • Ellevest Inc reported no remaining H&E Equipment Services position as of Q2 2023 after selling out during the quarter.
  • Ellevest Inc sold 65 H&E Equipment Services shares in Q2 2023, an estimated $2.88K.
  • Ellevest Inc first reported a position in H&E Equipment Services in Q2 2022 and held it in 4 quarters.
  • Ellevest Inc's H&E Equipment Services position peaked at $2.95K in Q4 2022.
  • 195 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2023.

Based on Ellevest Inc's 13F filing for Q2 2023, filed 9 Aug 2023.