Holocene Advisors
HEES

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

Holocene 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
Q4 		– Sell
-10,767
Closed -$524K – 806
2024
Q3 		$524K Buy
+10,767
New +$506K ﹤0.01% 662
2018
Q4 		– Sell
-13,640
Closed -$515K – 720
2018
Q3 		$515K Buy
13,640
+8,128
+147% +$294K 0.01% 534
2018
Q2 		$207K Buy
+5,512
New +$206K ﹤0.01% 551

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
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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Holocene Advisors's HEES Position: Q4 2024 in Review

Holocene Advisors sold out of H&E Equipment Services (HEES) in Q4 2024, closing a stake of 10,767 shares — an estimated $524K sold.

Holocene Advisors first reported a position in HEES in Q2 2018 and held it in 3 quarters. The position peaked at $524K in Q3 2024. 199 funds tracked by Wall St. Rank hold HEES as of Q4 2024.

  • Holocene Advisors reported no remaining H&E Equipment Services position as of Q4 2024 after selling out during the quarter.
  • Holocene Advisors sold 10,767 H&E Equipment Services shares in Q4 2024, an estimated $524K.
  • Holocene Advisors first reported a position in H&E Equipment Services in Q2 2018 and held it in 3 quarters.
  • Holocene Advisors's H&E Equipment Services position peaked at $524K in Q3 2024.
  • 199 funds tracked by Wall St. Rank held H&E Equipment Services as of Q4 2024.

Based on Holocene Advisors's 13F filing for Q4 2024, filed 14 Feb 2025.