GCM
HEES

Gallacher Capital Management’s H&E Equipment Services HEES Stock Holding History

Gallacher Capital Management’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
-12,470
Closed -$570K – 252
2023
Q2 		$570K Buy
+12,470
New +$498K 0.33% 61

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

Gallacher Capital Management's HEES Position: Q3 2023 in Review

Gallacher Capital Management sold out of H&E Equipment Services (HEES) in Q3 2023, closing a stake of 12,470 shares — an estimated $570K sold.

Gallacher Capital Management first reported a position in HEES in Q2 2023 and held it in 1 quarter. The position peaked at $570K in Q2 2023. 186 funds tracked by Wall St. Rank hold HEES as of Q3 2023.

  • Gallacher Capital Management reported no remaining H&E Equipment Services position as of Q3 2023 after selling out during the quarter.
  • Gallacher Capital Management sold 12,470 H&E Equipment Services shares in Q3 2023, an estimated $570K.
  • Gallacher Capital Management first reported a position in H&E Equipment Services in Q2 2023 and held it in 1 quarter.
  • Gallacher Capital Management's H&E Equipment Services position peaked at $570K in Q2 2023.
  • 186 funds tracked by Wall St. Rank held H&E Equipment Services as of Q3 2023.

Based on Gallacher Capital Management's 13F filing for Q3 2023, filed 13 Nov 2023.