First Horizon Advisors’s H&E Equipment Services HEES Stock Holding History

First Horizon 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
2024 Q2	–	Sell	-107	Closed	-$6.87K	–	2327
2024 Q1	$6.87K	Hold	107	–	–	﹤0.01%	1725
2023 Q4	$5.6K	Sell	107 -74	-41%	-$3.34K	﹤0.01%	1770
2023 Q3	$7.82K	Buy	181 +77	+74%	+$3.51K	﹤0.01%	1604
2023 Q2	$4.76K	Hold	104	–	–	﹤0.01%	1808
2023 Q1	$4.6K	Buy	104 +44	+73%	+$2.15K	﹤0.01%	1839
2022 Q4	$2.72K	Buy	+60	New	+$2.32K	﹤0.01%	1976
2022 Q2	–	Sell	-44	Closed	-$2K	–	2439
2022 Q1	$2K	Hold	44	–	–	﹤0.01%	1444
2021 Q4	$2K	Hold	44	–	–	﹤0.01%	1974
2021 Q3	$2K	Buy	+44	New	+$1.46K	﹤0.01%	1976
2019 Q3	–	Sell	-382	Closed	-$11K	–	1575
2019 Q2	$11K	Hold	382	–	–	﹤0.01%	1056
2019 Q1	$10K	Buy	382 +76	+25%	+$2K	﹤0.01%	1051
2018 Q4	$6K	Buy	+306	New	+$7.5K	﹤0.01%	1173

Other funds holding HEES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

First Horizon Advisors's HEES Position: Q2 2024 in Review

First Horizon Advisors sold out of H&E Equipment Services (HEES) in Q2 2024, closing a stake of 107 shares — an estimated $6.87K sold.

First Horizon Advisors first reported a position in HEES in Q4 2018 and held it in 12 quarters. The position peaked at $11K in Q2 2019. 215 funds tracked by Wall St. Rank hold HEES as of Q2 2024.

First Horizon Advisors reported no remaining H&E Equipment Services position as of Q2 2024 after selling out during the quarter.
First Horizon Advisors sold 107 H&E Equipment Services shares in Q2 2024, an estimated $6.87K.
First Horizon Advisors first reported a position in H&E Equipment Services in Q4 2018 and held it in 12 quarters.
First Horizon Advisors's H&E Equipment Services position peaked at $11K in Q2 2019.
215 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2024.

Based on First Horizon Advisors's 13F filing for Q2 2024, filed 19 Jul 2024.