HIM
HEES

Hillsdale Investment Management’s H&E Equipment Services HEES Stock Holding History

Hillsdale Investment Management’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
Q2 		– Sell
-100
Closed -$6.42K – 628
2024
Q1 		$6.42K Sell
100
-10
-9% -$548 ﹤0.01% 527
2023
Q4 		$5.75K Sell
110
-20
-15% -$903 ﹤0.01% 513
2023
Q3 		$5.62K Buy
130
+50
+63% +$2.28K ﹤0.01% 485
2023
Q2 		$3.66K Sell
80
-17,020
-100% -$680K ﹤0.01% 487
2023
Q1 		$756K Sell
17,100
-1,000
-6% -$48.8K 0.06% 223
2022
Q4 		$822K Hold
18,100
– – 0.07% 189
2022
Q3 		$513K Sell
18,100
-3,000
-14% -$94.4K 0.05% 318
2022
Q2 		$611K Hold
21,100
– – 0.05% 277
2022
Q1 		$918K Buy
+21,100
New +$887K 0.06% 249
2020
Q2 		– Sell
-97,200
Closed -$1.43M – 625
2020
Q1 		$1.43M Hold
97,200
– – 0.17% 157
2019
Q4 		$3.25M Buy
+97,200
New +$3.15M 0.28% 126
2018
Q2 		– Sell
-36,600
Closed -$1.41M – 521
2018
Q1 		$1.41M Hold
36,600
– – 0.2% 78
2017
Q4 		$1.49M Buy
+36,600
New +$1.25M 0.24% 67
2015
Q1 		– Sell
-1,400
Closed -$39K – 536
2014
Q4 		$39K Buy
+1,400
New +$47.5K 0.01% 456

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 $115B AUM 24.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.37B AUM 36.36% 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 $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Hillsdale Investment Management's HEES Position: Q2 2024 in Review

Hillsdale Investment Management sold out of H&E Equipment Services (HEES) in Q2 2024, closing a stake of 100 shares — an estimated $6.42K sold.

Hillsdale Investment Management first reported a position in HEES in Q4 2014 and held it in 14 quarters. The position peaked at $3.25M in Q4 2019. 215 funds tracked by Wall St. Rank hold HEES as of Q2 2024.

  • Hillsdale Investment Management reported no remaining H&E Equipment Services position as of Q2 2024 after selling out during the quarter.
  • Hillsdale Investment Management sold 100 H&E Equipment Services shares in Q2 2024, an estimated $6.42K.
  • Hillsdale Investment Management first reported a position in H&E Equipment Services in Q4 2014 and held it in 14 quarters.
  • Hillsdale Investment Management's H&E Equipment Services position peaked at $3.25M in Q4 2019.
  • 215 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2024.

Based on Hillsdale Investment Management's 13F filing for Q2 2024, filed 13 Aug 2024.