MAP
HEES

Moody Aldrich Partners’s H&E Equipment Services HEES Stock Holding History

Moody Aldrich Partners’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
Q4 		– Sell
-86,750
Closed -$3.75M – 205
2023
Q3 		$3.75M Buy
86,750
+3,142
+4% +$143K 0.71% 58
2023
Q2 		$3.83M Sell
83,608
-245
-0.3% -$9.79K 0.74% 54
2023
Q1 		$3.71M Sell
83,853
-30,127
-26% -$1.47M 0.75% 55
2022
Q4 		$5.17M Sell
113,980
-27,599
-19% -$1.07M 1.05% 30
2022
Q3 		$4.01M Buy
141,579
+3,528
+3% +$111K 0.83% 58
2022
Q2 		$4M Sell
138,051
-103,014
-43% -$3.62M 0.79% 56
2022
Q1 		$10.5M Buy
241,065
+25,647
+12% +$1.08M 1.48% 21
2021
Q4 		$9.54M Buy
215,418
+18,184
+9% +$793K 1.33% 19
2021
Q3 		$6.85M Buy
197,234
+27,975
+17% +$928K 0.87% 55
2021
Q2 		$5.63M Buy
169,259
+112,309
+197% +$4.12M 0.79% 60
2021
Q1 		$2.16M Buy
+56,950
New +$1.82M 0.31% 92
2017
Q3 		– Sell
-41,775
Closed -$853K – 96
2017
Q2 		$853K Buy
41,775
+10,030
+32% +$210K 1.06% 40
2017
Q1 		$778K Sell
31,745
-35,795
-53% -$877K 1.33% 25
2016
Q4 		$1.57M Buy
+67,540
New +$1.24M 1.01% 52

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
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 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

Moody Aldrich Partners's HEES Position: Q4 2023 in Review

Moody Aldrich Partners sold out of H&E Equipment Services (HEES) in Q4 2023, closing a stake of 86,750 shares — an estimated $3.75M sold.

Moody Aldrich Partners first reported a position in HEES in Q4 2016 and held it in 14 quarters. The position peaked at $10.5M in Q1 2022. 201 funds tracked by Wall St. Rank hold HEES as of Q4 2023.

  • Moody Aldrich Partners reported no remaining H&E Equipment Services position as of Q4 2023 after selling out during the quarter.
  • Moody Aldrich Partners sold 86,750 H&E Equipment Services shares in Q4 2023, an estimated $3.75M.
  • Moody Aldrich Partners first reported a position in H&E Equipment Services in Q4 2016 and held it in 14 quarters.
  • Moody Aldrich Partners's H&E Equipment Services position peaked at $10.5M in Q1 2022.
  • 201 funds tracked by Wall St. Rank held H&E Equipment Services as of Q4 2023.

Based on Moody Aldrich Partners's 13F filing for Q4 2023, filed 26 Jan 2024.