JCA
HEES

Jade Capital Advisors’s H&E Equipment Services HEES Stock Holding History

Jade Capital 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
Q3 		$1.22M Buy
+25,000
New +$1.18M 0.77% 47

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

Jade Capital Advisors's HEES Position: Q3 2024 in Review

Jade Capital Advisors opened a new position in H&E Equipment Services (HEES) in Q3 2024: 25,000 shares worth $1.22M. The stake represents 0.77% of the portfolio and ranks #47 among its holdings.

225 funds tracked by Wall St. Rank hold HEES as of Q3 2024.

  • Jade Capital Advisors held 25,000 shares of H&E Equipment Services worth $1.22M as of Q3 2024.
  • H&E Equipment Services was a new Jade Capital Advisors position in Q3 2024.
  • H&E Equipment Services made up 0.77% of Jade Capital Advisors's portfolio in Q3 2024, its #47 holding.
  • 225 funds tracked by Wall St. Rank held H&E Equipment Services as of Q3 2024.

Based on Jade Capital Advisors's 13F filing for Q3 2024, filed 21 Oct 2024.