GWS
HEES

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

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