HIS
HEES

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

Horizon Investment Services’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
2023
Q4 		– Sell
-16,383
Closed -$708K – 116
2023
Q3 		$708K Sell
16,383
-4,657
-22% -$212K 0.43% 61
2023
Q2 		$963K Sell
21,040
-1,238
-6% -$49.5K 0.59% 49
2023
Q1 		$985K Buy
+22,278
New +$1.09M 0.63% 46

Other funds holding HEES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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 $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Horizon Investment Services's HEES Position: Q4 2023 in Review

Horizon Investment Services sold out of H&E Equipment Services (HEES) in Q4 2023, closing a stake of 16,383 shares — an estimated $708K sold.

Horizon Investment Services first reported a position in HEES in Q1 2023 and held it in 3 quarters. The position peaked at $985K in Q1 2023. 201 funds tracked by Wall St. Rank hold HEES as of Q4 2023.

  • Horizon Investment Services reported no remaining H&E Equipment Services position as of Q4 2023 after selling out during the quarter.
  • Horizon Investment Services sold 16,383 H&E Equipment Services shares in Q4 2023, an estimated $708K.
  • Horizon Investment Services first reported a position in H&E Equipment Services in Q1 2023 and held it in 3 quarters.
  • Horizon Investment Services's H&E Equipment Services position peaked at $985K in Q1 2023.
  • 201 funds tracked by Wall St. Rank held H&E Equipment Services as of Q4 2023.

Based on Horizon Investment Services's 13F filing for Q4 2023, filed 12 Feb 2024.