FMP
HEES

Financial Management Professionals’s H&E Equipment Services HEES Stock Holding History

Financial Management Professionals’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
-686
Closed -$31K – 1060
2022
Q4 		$31K Buy
+686
New +$26.6K 0.01% 284

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

Financial Management Professionals's HEES Position: Q1 2023 in Review

Financial Management Professionals sold out of H&E Equipment Services (HEES) in Q1 2023, closing a stake of 686 shares — an estimated $31K sold.

Financial Management Professionals first reported a position in HEES in Q4 2022 and held it in 1 quarter. The position peaked at $31K in Q4 2022. 189 funds tracked by Wall St. Rank hold HEES as of Q1 2023.

  • Financial Management Professionals reported no remaining H&E Equipment Services position as of Q1 2023 after selling out during the quarter.
  • Financial Management Professionals sold 686 H&E Equipment Services shares in Q1 2023, an estimated $31K.
  • Financial Management Professionals first reported a position in H&E Equipment Services in Q4 2022 and held it in 1 quarter.
  • Financial Management Professionals's H&E Equipment Services position peaked at $31K in Q4 2022.
  • 189 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2023.

Based on Financial Management Professionals's 13F filing for Q1 2023, filed 13 Apr 2023.