Global Retirement Partners’s H&E Equipment Services HEES Stock Holding History

Global Retirement Partners’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 Q4	$3.46K	Buy	71 +19	+37%	+$1.03K	﹤0.01%	2859
2024 Q3	$2.55K	Hold	52	–	–	﹤0.01%	2852
2024 Q2	$2.3K	Sell	52 -16	-24%	-$820	﹤0.01%	2919
2024 Q1	$4.35K	Buy	68 +3	+5%	+$165	﹤0.01%	2454
2023 Q4	$3.1K	Buy	65 +14	+27%	+$632	﹤0.01%	2511
2023 Q3	$2.05K	Hold	51	–	–	﹤0.01%	2532
2023 Q2	$2.33K	Hold	51	–	–	﹤0.01%	2490
2023 Q1	$1.74K	Buy	51 +1	+2%	+$49	﹤0.01%	2549
2022 Q4	$2.28K	Buy	+50	New	+$1.94K	﹤0.01%	2311

Other funds holding HEES

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Global Retirement Partners's HEES Position: Q4 2024 in Review

Global Retirement Partners increased its H&E Equipment Services (HEES) stake by 37% in Q4 2024, buying an estimated $1.03K and bringing the position to 71 shares worth $3.46K. The position accounts for ﹤0.01% of the portfolio, ranked #2859.

Global Retirement Partners first reported a position in HEES in Q4 2022 and has held it in 9 quarters since. The position peaked at $4.35K in Q1 2024. 199 funds tracked by Wall St. Rank hold HEES as of Q4 2024.

Global Retirement Partners held 71 shares of H&E Equipment Services worth $3.46K as of Q4 2024.
Global Retirement Partners bought 19 H&E Equipment Services shares in Q4 2024, an estimated $1.03K.
H&E Equipment Services made up ﹤0.01% of Global Retirement Partners's portfolio in Q4 2024, its #2859 holding.
Global Retirement Partners first reported a position in H&E Equipment Services in Q4 2022 and has held it in 9 quarters since.
Global Retirement Partners's H&E Equipment Services position peaked at $4.35K in Q1 2024.
199 funds tracked by Wall St. Rank held H&E Equipment Services as of Q4 2024.

Based on Global Retirement Partners's 13F filing for Q4 2024, filed 31 Jan 2025.