HF
HEES

HRT Financial’s H&E Equipment Services HEES Stock Holding History

HRT Financial’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
-62,888
Closed -$3.06M – 2721
2024
Q3 		$3.06M Buy
62,888
+27,637
+78% +$1.3M 0.02% 687
2024
Q2 		$1.56M Buy
35,251
+4,888
+16% +$251K 0.01% 827
2024
Q1 		$1.95M Buy
30,363
+14,286
+89% +$783K 0.01% 576
2023
Q4 		$841K Sell
16,077
-1,179
-7% -$53.3K 0.01% 1076
2023
Q3 		$745K Sell
17,256
-13,021
-43% -$593K 0.01% 1181
2023
Q2 		$1.39M Sell
30,277
-8,948
-23% -$357K 0.01% 762
2023
Q1 		$1.73M Buy
+39,225
New +$1.91M 0.02% 666
2022
Q3 		– Sell
-15,509
Closed -$449K – 3083
2022
Q2 		$449K Buy
15,509
+7,353
+90% +$258K ﹤0.01% 1738
2022
Q1 		$354K Buy
+8,156
New +$343K ﹤0.01% 2118
2021
Q4 		– Sell
-8,559
Closed -$297K – 3543
2021
Q3 		$297K Sell
8,559
-35,389
-81% -$1.17M ﹤0.01% 2411
2021
Q2 		$1.46M Buy
43,948
+21,557
+96% +$790K 0.01% 794
2021
Q1 		$850K Buy
+22,391
New +$717K 0.01% 1298
2020
Q1 		– Sell
-15,288
Closed -$511K – 998
2019
Q4 		$511K Buy
+15,288
New +$496K 0.02% 524

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

HRT Financial's HEES Position: Q4 2024 in Review

HRT Financial sold out of H&E Equipment Services (HEES) in Q4 2024, closing a stake of 62,888 shares — an estimated $3.06M sold.

HRT Financial first reported a position in HEES in Q4 2019 and held it in 13 quarters. The position peaked at $3.06M in Q3 2024. 199 funds tracked by Wall St. Rank hold HEES as of Q4 2024.

  • HRT Financial reported no remaining H&E Equipment Services position as of Q4 2024 after selling out during the quarter.
  • HRT Financial sold 62,888 H&E Equipment Services shares in Q4 2024, an estimated $3.06M.
  • HRT Financial first reported a position in H&E Equipment Services in Q4 2019 and held it in 13 quarters.
  • HRT Financial's H&E Equipment Services position peaked at $3.06M in Q3 2024.
  • 199 funds tracked by Wall St. Rank held H&E Equipment Services as of Q4 2024.

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