FDCDDQ
HEES

Federation des caisses Desjardins du Quebec’s H&E Equipment Services HEES Stock Holding History

Federation des caisses Desjardins du Quebec’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
Q3 		– Sell
-90
Closed -$4.12K – 2421
2023
Q2 		$4.12K Hold
90
– – ﹤0.01% 1960
2023
Q1 		$3.98K Hold
90
– – ﹤0.01% 1962
2022
Q4 		$4.09K Buy
+90
New +$3.49K ﹤0.01% 2074

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Federation des caisses Desjardins du Quebec's HEES Position: Q3 2023 in Review

Federation des caisses Desjardins du Quebec sold out of H&E Equipment Services (HEES) in Q3 2023, closing a stake of 90 shares — an estimated $4.12K sold.

Federation des caisses Desjardins du Quebec first reported a position in HEES in Q4 2022 and held it in 3 quarters. The position peaked at $4.12K in Q2 2023. 186 funds tracked by Wall St. Rank hold HEES as of Q3 2023.

  • Federation des caisses Desjardins du Quebec reported no remaining H&E Equipment Services position as of Q3 2023 after selling out during the quarter.
  • Federation des caisses Desjardins du Quebec sold 90 H&E Equipment Services shares in Q3 2023, an estimated $4.12K.
  • Federation des caisses Desjardins du Quebec first reported a position in H&E Equipment Services in Q4 2022 and held it in 3 quarters.
  • Federation des caisses Desjardins du Quebec's H&E Equipment Services position peaked at $4.12K in Q2 2023.
  • 186 funds tracked by Wall St. Rank held H&E Equipment Services as of Q3 2023.

Based on Federation des caisses Desjardins du Quebec's 13F filing for Q3 2023, filed 15 Aug 2024.