ME
HEES

McIlrath & Eck’s H&E Equipment Services HEES Stock Holding History

McIlrath & Eck’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
Q4 		– Sell
-321
Closed -$15.6K – 1003
2024
Q3 		$15.6K Buy
321
+181
+129% +$8.51K ﹤0.01% 527
2024
Q2 		$6.18K Hold
140
– – ﹤0.01% 684
2024
Q1 		$8.98K Hold
140
– – ﹤0.01% 622
2023
Q4 		$7.33K Hold
140
– – ﹤0.01% 611
2023
Q3 		$6.05K Hold
140
– – ﹤0.01% 621
2023
Q2 		$6.41K Hold
140
– – ﹤0.01% 621
2023
Q1 		$6.19K Buy
+140
New +$6.83K ﹤0.01% 630

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
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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

McIlrath & Eck's HEES Position: Q4 2024 in Review

McIlrath & Eck sold out of H&E Equipment Services (HEES) in Q4 2024, closing a stake of 321 shares — an estimated $15.6K sold.

McIlrath & Eck first reported a position in HEES in Q1 2023 and held it in 7 quarters. The position peaked at $15.6K in Q3 2024. 199 funds tracked by Wall St. Rank hold HEES as of Q4 2024.

  • McIlrath & Eck reported no remaining H&E Equipment Services position as of Q4 2024 after selling out during the quarter.
  • McIlrath & Eck sold 321 H&E Equipment Services shares in Q4 2024, an estimated $15.6K.
  • McIlrath & Eck first reported a position in H&E Equipment Services in Q1 2023 and held it in 7 quarters.
  • McIlrath & Eck's H&E Equipment Services position peaked at $15.6K in Q3 2024.
  • 199 funds tracked by Wall St. Rank held H&E Equipment Services as of Q4 2024.

Based on McIlrath & Eck's 13F filing for Q4 2024, filed 18 Feb 2025.