Mackenzie Financial
HEES

Mackenzie Financial’s H&E Equipment Services HEES Stock Holding History

Mackenzie Financial’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
-3,293
Closed -$211K – 1571
2024
Q1 		$211K Sell
3,293
-563
-15% -$30.9K ﹤0.01% 1323
2023
Q4 		$202K Sell
3,856
-1,898
-33% -$85.7K ﹤0.01% 1331
2023
Q3 		$239K Sell
5,754
-394
-6% -$18K ﹤0.01% 1218
2023
Q2 		$280K Buy
+6,148
New +$246K ﹤0.01% 1192

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

Mackenzie Financial's HEES Position: Q2 2024 in Review

Mackenzie Financial sold out of H&E Equipment Services (HEES) in Q2 2024, closing a stake of 3,293 shares — an estimated $211K sold.

Mackenzie Financial first reported a position in HEES in Q2 2023 and held it in 4 quarters. The position peaked at $280K in Q2 2023. 215 funds tracked by Wall St. Rank hold HEES as of Q2 2024.

  • Mackenzie Financial reported no remaining H&E Equipment Services position as of Q2 2024 after selling out during the quarter.
  • Mackenzie Financial sold 3,293 H&E Equipment Services shares in Q2 2024, an estimated $211K.
  • Mackenzie Financial first reported a position in H&E Equipment Services in Q2 2023 and held it in 4 quarters.
  • Mackenzie Financial's H&E Equipment Services position peaked at $280K in Q2 2023.
  • 215 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2024.

Based on Mackenzie Financial's 13F filing for Q2 2024, filed 14 Aug 2024.