JG
HEES

Joel Greenblatt’s H&E Equipment Services HEES Stock Holding History

Joel Greenblatt’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
-3,670
Closed -$236K – 1457
2024
Q1 		$236K Buy
+3,670
New +$201K ﹤0.01% 1256
2023
Q2 		– Sell
-4,548
Closed -$201K – 1350
2023
Q1 		$201K Buy
+4,548
New +$222K ﹤0.01% 1247
2020
Q1 		– Sell
-8,295
Closed -$277K – 1126
2019
Q4 		$277K Buy
+8,295
New +$269K 0.01% 955

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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Joel Greenblatt's HEES Position: Q2 2024 in Review

Joel Greenblatt sold out of H&E Equipment Services (HEES) in Q2 2024, closing a stake of 3,670 shares — an estimated $236K sold.

Joel Greenblatt first reported a position in HEES in Q4 2019 and held it in 3 quarters. The position peaked at $277K in Q4 2019. 215 funds tracked by Wall St. Rank hold HEES as of Q2 2024.

  • Joel Greenblatt reported no remaining H&E Equipment Services position as of Q2 2024 after selling out during the quarter.
  • Joel Greenblatt sold 3,670 H&E Equipment Services shares in Q2 2024, an estimated $236K.
  • Joel Greenblatt first reported a position in H&E Equipment Services in Q4 2019 and held it in 3 quarters.
  • Joel Greenblatt's H&E Equipment Services position peaked at $277K in Q4 2019.
  • 215 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2024.

Based on Gotham Asset Management's 13F filing for Q2 2024, filed 14 Aug 2024.