MML Investors Services
HEES

MML Investors Services’s H&E Equipment Services HEES Stock Holding History

MML Investors Services’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
-5,692
Closed -$365K – 2515
2024
Q1 		$365K Sell
5,692
-655
-10% -$35.9K ﹤0.01% 1984
2023
Q4 		$332K Sell
6,347
-1,122
-15% -$50.7K ﹤0.01% 1989
2023
Q3 		$323K Buy
7,469
+216
+3% +$9.84K ﹤0.01% 1880
2023
Q2 		$332K Buy
7,253
+1,061
+17% +$42.4K ﹤0.01% 1880
2023
Q1 		$274K Sell
6,192
-203
-3% -$9.9K ﹤0.01% 1725
2022
Q4 		$290K Buy
+6,395
New +$248K ﹤0.01% 1803
2022
Q2 		– Sell
-4,749
Closed -$207K – 2081
2022
Q1 		$207K Buy
+4,749
New +$200K ﹤0.01% 1949
2020
Q2 		– Sell
-24,163
Closed -$355K – 1530
2020
Q1 		$355K Sell
24,163
-7,996
-25% -$194K 0.01% 1015
2019
Q4 		$1.07M Sell
32,159
-191
-0.6% -$6.2K 0.02% 693
2019
Q3 		$934K Buy
32,350
+4,922
+18% +$133K 0.02% 698
2019
Q2 		$798K Buy
+27,428
New +$763K 0.01% 811
2017
Q2 		– Sell
-10,938
Closed -$268K – 1301
2017
Q1 		$268K Buy
+10,938
New +$268K 0.01% 639

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

MML Investors Services's HEES Position: Q2 2024 in Review

MML Investors Services sold out of H&E Equipment Services (HEES) in Q2 2024, closing a stake of 5,692 shares — an estimated $365K sold.

MML Investors Services first reported a position in HEES in Q1 2017 and held it in 12 quarters. The position peaked at $1.07M in Q4 2019. 215 funds tracked by Wall St. Rank hold HEES as of Q2 2024.

  • MML Investors Services reported no remaining H&E Equipment Services position as of Q2 2024 after selling out during the quarter.
  • MML Investors Services sold 5,692 H&E Equipment Services shares in Q2 2024, an estimated $365K.
  • MML Investors Services first reported a position in H&E Equipment Services in Q1 2017 and held it in 12 quarters.
  • MML Investors Services's H&E Equipment Services position peaked at $1.07M in Q4 2019.
  • 215 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2024.

Based on MML Investors Services's 13F filing for Q2 2024, filed 14 Aug 2024.