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Glassman Wealth Services’s H&E Equipment Services HEES Stock Holding History

Glassman Wealth Services’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
Q1 		– Sell
-43
Closed -$2.25K – 887
2023
Q4 		$2.25K Hold
43
– – ﹤0.01% 1317
2023
Q3 		$1.86K Hold
43
– – ﹤0.01% 1356
2023
Q2 		$1.97K Hold
43
– – ﹤0.01% 1254
2023
Q1 		$1.9K Hold
43
– – ﹤0.01% 1264
2022
Q4 		$1.95K Hold
43
– – ﹤0.01% 1261
2022
Q3 		$1K Hold
43
– – ﹤0.01% 1418
2022
Q2 		$1K Buy
+43
New +$1.51K ﹤0.01% 1430

Other funds holding HEES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Glassman Wealth Services's HEES Position: Q1 2024 in Review

Glassman Wealth Services sold out of H&E Equipment Services (HEES) in Q1 2024, closing a stake of 43 shares — an estimated $2.25K sold.

Glassman Wealth Services first reported a position in HEES in Q2 2022 and held it in 7 quarters. The position peaked at $2.25K in Q4 2023. 216 funds tracked by Wall St. Rank hold HEES as of Q1 2024.

  • Glassman Wealth Services reported no remaining H&E Equipment Services position as of Q1 2024 after selling out during the quarter.
  • Glassman Wealth Services sold 43 H&E Equipment Services shares in Q1 2024, an estimated $2.25K.
  • Glassman Wealth Services first reported a position in H&E Equipment Services in Q2 2022 and held it in 7 quarters.
  • Glassman Wealth Services's H&E Equipment Services position peaked at $2.25K in Q4 2023.
  • 216 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2024.

Based on Glassman Wealth Services's 13F filing for Q1 2024, filed 3 May 2024.