FG
HEES

Formula Growth’s H&E Equipment Services HEES Stock Holding History

Formula Growth’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
-61,662
Closed -$3.96M – 115
2024
Q1 		$3.96M Sell
61,662
-13,160
-18% -$722K 1.26% 28
2023
Q4 		$3.91M Sell
74,822
-700
-0.9% -$31.6K 1.25% 20
2023
Q3 		$3.26M Sell
75,522
-5,546
-7% -$253K 1.11% 28
2023
Q2 		$3.71M Hold
81,068
– – 1.18% 26
2023
Q1 		$3.59M Sell
81,068
-69,700
-46% -$3.4M 1.15% 26
2022
Q4 		$6.84M Buy
150,768
+1,000
+0.7% +$38.7K 2.01% 7
2022
Q3 		$4.24M Buy
149,768
+20,000
+15% +$629K 1.21% 29
2022
Q2 		$3.76M Hold
129,768
– – 1.04% 36
2022
Q1 		$5.65M Buy
129,768
+41,064
+46% +$1.73M 1.08% 34
2021
Q4 		$3.93M Buy
+88,704
New +$3.87M 0.7% 52

Other funds holding HEES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T 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
PP
Pertento Partners London, United Kingdom $942M AUM 36.36% 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