Investors Research Corp’s H&E Equipment Services HEES Stock Holding History

Investors Research Corp’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 Q1	–	Sell	-5,550	Closed	-$290K	–	1057
2023 Q4	$290K	Sell	5,550 -2,800	-34%	-$126K	0.07%	276
2023 Q3	$361K	Hold	8,350	–	–	0.09%	245
2023 Q2	$382K	Hold	8,350	–	–	0.1%	246
2023 Q1	$369K	Sell	8,350 -1,000	-11%	-$48.8K	0.1%	248
2022 Q4	$424K	Hold	9,350	–	–	0.11%	228
2022 Q3	$265K	Hold	9,350	–	–	0.08%	269
2022 Q2	$271K	Hold	9,350	–	–	0.08%	269
2022 Q1	$407K	Hold	9,350	–	–	0.11%	220
2021 Q4	$414K	Sell	9,350 -4,650	-33%	-$203K	0.13%	205
2021 Q3	$486K	Hold	14,000	–	–	0.16%	177
2021 Q2	$466K	Hold	14,000	–	–	0.16%	181
2021 Q1	$532K	Hold	14,000	–	–	0.2%	168
2020 Q4	$417K	Hold	14,000	–	–	0.16%	202
2020 Q3	$275K	Hold	14,000	–	–	0.13%	228
2020 Q2	$259K	Hold	14,000	–	–	0.13%	217
2020 Q1	$206K	Hold	14,000	–	–	0.13%	234
2019 Q4	$468K	Hold	14,000	–	–	0.22%	152
2019 Q3	$404K	Hold	14,000	–	–	0.2%	158
2019 Q2	$407K	Hold	14,000	–	–	0.21%	155
2019 Q1	$352K	Hold	14,000	–	–	0.19%	163
2018 Q4	$286K	Hold	14,000	–	–	0.2%	187
2018 Q3	$529K	Hold	14,000	–	–	0.3%	135
2018 Q2	$527K	Hold	14,000	–	–	0.31%	132
2018 Q1	$539K	Hold	14,000	–	–	0.33%	117
2017 Q4	$569K	Buy	+14,000	New	+$479K	0.35%	105

Other funds holding HEES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Investors Research Corp's HEES Position: Q1 2024 in Review

Investors Research Corp sold out of H&E Equipment Services (HEES) in Q1 2024, closing a stake of 5,550 shares — an estimated $290K sold.

Investors Research Corp first reported a position in HEES in Q4 2017 and held it in 25 quarters. The position peaked at $569K in Q4 2017. 216 funds tracked by Wall St. Rank hold HEES as of Q1 2024.

Investors Research Corp reported no remaining H&E Equipment Services position as of Q1 2024 after selling out during the quarter.
Investors Research Corp sold 5,550 H&E Equipment Services shares in Q1 2024, an estimated $290K.
Investors Research Corp first reported a position in H&E Equipment Services in Q4 2017 and held it in 25 quarters.
Investors Research Corp's H&E Equipment Services position peaked at $569K in Q4 2017.
216 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2024.

Based on Investors Research Corp's 13F filing for Q1 2024, filed 6 May 2024.