GI
HEES

Gradient Investments’s H&E Equipment Services HEES Stock Holding History

Gradient Investments’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
Q3 		– Sell
-150
Closed -$6.63K – 739
2024
Q2 		$6.63K Hold
150
– – ﹤0.01% 805
2024
Q1 		$9.63K Hold
150
– – ﹤0.01% 643
2023
Q4 		$7.85K Buy
+150
New +$6.78K ﹤0.01% 883

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Gradient Investments's HEES Position: Q3 2024 in Review

Gradient Investments sold out of H&E Equipment Services (HEES) in Q3 2024, closing a stake of 150 shares — an estimated $6.63K sold.

Gradient Investments first reported a position in HEES in Q4 2023 and held it in 3 quarters. The position peaked at $9.63K in Q1 2024. 225 funds tracked by Wall St. Rank hold HEES as of Q3 2024.

  • Gradient Investments reported no remaining H&E Equipment Services position as of Q3 2024 after selling out during the quarter.
  • Gradient Investments sold 150 H&E Equipment Services shares in Q3 2024, an estimated $6.63K.
  • Gradient Investments first reported a position in H&E Equipment Services in Q4 2023 and held it in 3 quarters.
  • Gradient Investments's H&E Equipment Services position peaked at $9.63K in Q1 2024.
  • 225 funds tracked by Wall St. Rank held H&E Equipment Services as of Q3 2024.

Based on Gradient Investments's 13F filing for Q3 2024, filed 15 Oct 2024.