MWA
HEES

Monograph Wealth Advisors’s H&E Equipment Services HEES Stock Holding History

Monograph Wealth Advisors’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
-10,000
Closed -$642K – 138
2024
Q1 		$642K Buy
+10,000
New +$548K 0.09% 79

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

Monograph Wealth Advisors's HEES Position: Q2 2024 in Review

Monograph Wealth Advisors sold out of H&E Equipment Services (HEES) in Q2 2024, closing a stake of 10,000 shares — an estimated $642K sold.

Monograph Wealth Advisors first reported a position in HEES in Q1 2024 and held it in 1 quarter. The position peaked at $642K in Q1 2024. 215 funds tracked by Wall St. Rank hold HEES as of Q2 2024.

  • Monograph Wealth Advisors reported no remaining H&E Equipment Services position as of Q2 2024 after selling out during the quarter.
  • Monograph Wealth Advisors sold 10,000 H&E Equipment Services shares in Q2 2024, an estimated $642K.
  • Monograph Wealth Advisors first reported a position in H&E Equipment Services in Q1 2024 and held it in 1 quarter.
  • Monograph Wealth Advisors's H&E Equipment Services position peaked at $642K in Q1 2024.
  • 215 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2024.

Based on Monograph Wealth Advisors's 13F filing for Q2 2024, filed 15 Aug 2024.