EGM
HEES

Engineers Gate Manager’s H&E Equipment Services HEES Stock Holding History

Engineers Gate Manager’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
-33,939
Closed -$1.65M – 2369
2024
Q3 		$1.65M Sell
33,939
-10,341
-23% -$486K 0.03% 734
2024
Q2 		$1.96M Sell
44,280
-37
-0.1% -$1.9K 0.04% 556
2024
Q1 		$2.84M Sell
44,317
-4,249
-9% -$233K 0.07% 370
2023
Q4 		$2.54M Sell
48,566
-5,307
-10% -$240K 0.07% 377
2023
Q3 		$2.33M Buy
53,873
+13,591
+34% +$619K 0.09% 330
2023
Q2 		$1.84M Buy
40,282
+4,990
+14% +$199K 0.07% 392
2023
Q1 		$1.56M Buy
35,292
+12,380
+54% +$604K 0.07% 403
2022
Q4 		$1.04M Buy
22,912
+1,582
+7% +$61.3K 0.06% 450
2022
Q3 		$604K Buy
+21,330
New +$671K 0.04% 683
2022
Q1 		– Sell
-8,113
Closed -$359K – 2034
2021
Q4 		$359K Buy
+8,113
New +$354K 0.02% 1279
2021
Q1 		– Sell
-12,026
Closed -$358K – 1936
2020
Q4 		$358K Buy
+12,026
New +$310K 0.02% 1178
2020
Q3 		– Sell
-32,075
Closed -$593K – 1806
2020
Q2 		$593K Sell
32,075
-16,000
-33% -$255K 0.03% 870
2020
Q1 		$706K Buy
48,075
+10,637
+28% +$257K 0.05% 590
2019
Q4 		$1.25M Buy
+37,438
New +$1.21M 0.06% 546
2019
Q3 		– Sell
-19,715
Closed -$573K – 1476
2019
Q2 		$573K Buy
19,715
+7,344
+59% +$204K 0.03% 677
2019
Q1 		$311K Sell
12,371
-11,848
-49% -$312K 0.02% 732
2018
Q4 		$495K Buy
+24,219
New +$593K 0.04% 529
2018
Q2 		– Sell
-45,178
Closed -$1.74M – 1052
2018
Q1 		$1.74M Buy
+45,178
New +$1.78M 0.12% 313

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

Engineers Gate Manager's HEES Position: Q4 2024 in Review

Engineers Gate Manager sold out of H&E Equipment Services (HEES) in Q4 2024, closing a stake of 33,939 shares — an estimated $1.65M sold.

Engineers Gate Manager first reported a position in HEES in Q1 2018 and held it in 18 quarters. The position peaked at $2.84M in Q1 2024. 199 funds tracked by Wall St. Rank hold HEES as of Q4 2024.

  • Engineers Gate Manager reported no remaining H&E Equipment Services position as of Q4 2024 after selling out during the quarter.
  • Engineers Gate Manager sold 33,939 H&E Equipment Services shares in Q4 2024, an estimated $1.65M.
  • Engineers Gate Manager first reported a position in H&E Equipment Services in Q1 2018 and held it in 18 quarters.
  • Engineers Gate Manager's H&E Equipment Services position peaked at $2.84M in Q1 2024.
  • 199 funds tracked by Wall St. Rank held H&E Equipment Services as of Q4 2024.

Based on Engineers Gate Manager's 13F filing for Q4 2024, filed 14 Feb 2025.