Genesee Capital Advisors’s H&E Equipment Services HEES Stock Holding History

Genesee Capital 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
2022 Q2	–	Sell	-25,856	Closed	-$1.13M	–	109
2022 Q1	$1.13M	Buy	25,856 +1,630	+7%	+$68.5K	0.59%	44
2021 Q4	$1.07M	Buy	24,226 +207	+0.9%	+$9.03K	0.51%	46
2021 Q3	$834K	Buy	+24,019	New	+$797K	0.41%	57

Other funds holding HEES

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

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

BlackRock New York $5.72T AUM 30.48% 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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Genesee Capital Advisors's HEES Position: Q2 2022 in Review

Genesee Capital Advisors sold out of H&E Equipment Services (HEES) in Q2 2022, closing a stake of 25,856 shares — an estimated $1.13M sold.

Genesee Capital Advisors first reported a position in HEES in Q3 2021 and held it in 3 quarters. The position peaked at $1.13M in Q1 2022. 162 funds tracked by Wall St. Rank hold HEES as of Q2 2022.

Genesee Capital Advisors reported no remaining H&E Equipment Services position as of Q2 2022 after selling out during the quarter.
Genesee Capital Advisors sold 25,856 H&E Equipment Services shares in Q2 2022, an estimated $1.13M.
Genesee Capital Advisors first reported a position in H&E Equipment Services in Q3 2021 and held it in 3 quarters.
Genesee Capital Advisors's H&E Equipment Services position peaked at $1.13M in Q1 2022.
162 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2022.

Based on Genesee Capital Advisors's 13F filing for Q2 2022, filed 19 Jul 2022.