IA
HEES

Icon Advisers’s H&E Equipment Services HEES Stock Holding History

Icon Advisers’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
-46,000
Closed -$2.24M – 188
2024
Q3 		$2.24M Hold
46,000
– – 0.47% 90
2024
Q2 		$1.97M Hold
46,000
– – 0.44% 101
2024
Q1 		$2.9M Hold
46,000
– – 0.63% 63
2023
Q4 		$2.41M Buy
46,000
+6,000
+15% +$271K 0.55% 77
2023
Q3 		$1.73M Buy
+40,000
New +$1.82M 0.43% 98

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

Icon Advisers's HEES Position: Q4 2024 in Review

Icon Advisers sold out of H&E Equipment Services (HEES) in Q4 2024, closing a stake of 46,000 shares — an estimated $2.24M sold.

Icon Advisers first reported a position in HEES in Q3 2023 and held it in 5 quarters. The position peaked at $2.9M in Q1 2024. 199 funds tracked by Wall St. Rank hold HEES as of Q4 2024.

  • Icon Advisers reported no remaining H&E Equipment Services position as of Q4 2024 after selling out during the quarter.
  • Icon Advisers sold 46,000 H&E Equipment Services shares in Q4 2024, an estimated $2.24M.
  • Icon Advisers first reported a position in H&E Equipment Services in Q3 2023 and held it in 5 quarters.
  • Icon Advisers's H&E Equipment Services position peaked at $2.9M in Q1 2024.
  • 199 funds tracked by Wall St. Rank held H&E Equipment Services as of Q4 2024.

Based on Icon Advisers's 13F filing for Q4 2024, filed 13 Feb 2025.