JCIA
HEES

Jackson Creek Investment Advisors’s H&E Equipment Services HEES Stock Holding History

Jackson Creek Investment 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
Q2 		– Sell
-19,218
Closed -$1.23M – 321
2024
Q1 		$1.23M Sell
19,218
-38
-0.2% -$2.08K 0.44% 60
2023
Q4 		$1.01M Hold
19,256
– – 0.39% 112
2023
Q3 		$832K Sell
19,256
-15
-0.1% -$684 0.35% 149
2023
Q2 		$882K Buy
19,271
+972
+5% +$38.8K 0.35% 149
2023
Q1 		$809K Sell
18,299
-9,001
-33% -$439K 0.34% 159
2022
Q4 		$1.24M Buy
+27,300
New +$1.06M 0.55% 10

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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.37B AUM 36.36% 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

Jackson Creek Investment Advisors's HEES Position: Q2 2024 in Review

Jackson Creek Investment Advisors sold out of H&E Equipment Services (HEES) in Q2 2024, closing a stake of 19,218 shares — an estimated $1.23M sold.

Jackson Creek Investment Advisors first reported a position in HEES in Q4 2022 and held it in 6 quarters. The position peaked at $1.24M in Q4 2022. 215 funds tracked by Wall St. Rank hold HEES as of Q2 2024.

  • Jackson Creek Investment Advisors reported no remaining H&E Equipment Services position as of Q2 2024 after selling out during the quarter.
  • Jackson Creek Investment Advisors sold 19,218 H&E Equipment Services shares in Q2 2024, an estimated $1.23M.
  • Jackson Creek Investment Advisors first reported a position in H&E Equipment Services in Q4 2022 and held it in 6 quarters.
  • Jackson Creek Investment Advisors's H&E Equipment Services position peaked at $1.24M in Q4 2022.
  • 215 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2024.

Based on Jackson Creek Investment Advisors's 13F filing for Q2 2024, filed 2 Aug 2024.