HighTower Advisors
HEES

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

HighTower 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
2024
Q3 		– Sell
-43,569
Closed -$1.93M – 3847
2024
Q2 		$1.93M Buy
43,569
+262
+0.6% +$13.4K ﹤0.01% 1469
2024
Q1 		$2.77M Sell
43,307
-20,192
-32% -$1.11M ﹤0.01% 1262
2023
Q4 		$3.33M Buy
63,499
+3,882
+7% +$175K 0.01% 1166
2023
Q3 		$2.59M Buy
+59,617
New +$2.72M ﹤0.01% 1240

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

HighTower Advisors's HEES Position: Q3 2024 in Review

HighTower Advisors sold out of H&E Equipment Services (HEES) in Q3 2024, closing a stake of 43,569 shares — an estimated $1.93M sold.

HighTower Advisors first reported a position in HEES in Q3 2023 and held it in 4 quarters. The position peaked at $3.33M in Q4 2023. 225 funds tracked by Wall St. Rank hold HEES as of Q3 2024.

  • HighTower Advisors reported no remaining H&E Equipment Services position as of Q3 2024 after selling out during the quarter.
  • HighTower Advisors sold 43,569 H&E Equipment Services shares in Q3 2024, an estimated $1.93M.
  • HighTower Advisors first reported a position in H&E Equipment Services in Q3 2023 and held it in 4 quarters.
  • HighTower Advisors's H&E Equipment Services position peaked at $3.33M in Q4 2023.
  • 225 funds tracked by Wall St. Rank held H&E Equipment Services as of Q3 2024.

Based on HighTower Advisors's 13F filing for Q3 2024, filed 14 Nov 2024.