M&G Investment Management’s H&E Equipment Services HEES Stock Holding History

M&G Investment Management’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
2023 Q2	–	Sell	-153,611	Closed	-$6.76M	–	403
2023 Q1	$6.76M	Buy	153,611 +72,598	+90%	+$3.54M	0.03%	211
2022 Q4	$3.65M	Buy	81,013 +37,182	+85%	+$1.44M	0.02%	238
2022 Q3	$1.23K	Hold	43,831	–	–	0.01%	304
2022 Q2	$1.27K	Buy	+43,831	New	+$1.54M	0.01%	329

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

American Century Companies Kansas City, Missouri $194B AUM 35% 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

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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

M&G Investment Management's HEES Position: Q2 2023 in Review

M&G Investment Management sold out of H&E Equipment Services (HEES) in Q2 2023, closing a stake of 153,611 shares — an estimated $6.76M sold.

M&G Investment Management first reported a position in HEES in Q2 2022 and held it in 4 quarters. The position peaked at $6.76M in Q1 2023. 195 funds tracked by Wall St. Rank hold HEES as of Q2 2023.

M&G Investment Management reported no remaining H&E Equipment Services position as of Q2 2023 after selling out during the quarter.
M&G Investment Management sold 153,611 H&E Equipment Services shares in Q2 2023, an estimated $6.76M.
M&G Investment Management first reported a position in H&E Equipment Services in Q2 2022 and held it in 4 quarters.
M&G Investment Management's H&E Equipment Services position peaked at $6.76M in Q1 2023.
195 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2023.

Based on M&G Investment Management's 13F filing for Q2 2023, filed 1 Aug 2023.