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

FourThought Financial’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
2022 Q3	$71K	Hold	2,513	–	–	0.01%	509
2022 Q2	$73K	Hold	2,513	–	–	0.01%	514
2022 Q1	$109K	Sell	2,513 -337	-12%	-$14.2K	0.01%	458
2021 Q4	$126K	Hold	2,850	–	–	0.02%	420
2021 Q3	$98K	Hold	2,850	–	–	0.01%	495
2021 Q2	$94K	Hold	2,850	–	–	0.01%	517
2021 Q1	$108K	Sell	2,850 -528	-16%	-$16.9K	0.02%	475
2020 Q4	$100K	Buy	+3,378	New	+$87K	0.02%	483

Other funds holding HEES

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

FourThought Financial's HEES Position: Q3 2022 in Review

FourThought Financial held its H&E Equipment Services (HEES) position steady in Q3 2022 at 2,513 shares worth $71K. The position accounts for 0.01% of the portfolio, ranked #509.

FourThought Financial first reported a position in HEES in Q4 2020 and has held it in 8 quarters since. The position peaked at $126K in Q4 2021. 161 funds tracked by Wall St. Rank hold HEES as of Q3 2022.

FourThought Financial held 2,513 shares of H&E Equipment Services worth $71K as of Q3 2022.
FourThought Financial left its H&E Equipment Services share count unchanged in Q3 2022.
H&E Equipment Services made up 0.01% of FourThought Financial's portfolio in Q3 2022, its #509 holding.
FourThought Financial first reported a position in H&E Equipment Services in Q4 2020 and has held it in 8 quarters since.
FourThought Financial's H&E Equipment Services position peaked at $126K in Q4 2021.
161 funds tracked by Wall St. Rank held H&E Equipment Services as of Q3 2022.

Based on FourThought Financial's 13F filing for Q3 2022, filed 21 Nov 2022.