NRD
HEES

Nebula Research & Development’s H&E Equipment Services HEES Stock Holding History

Nebula Research & Development’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
Q3 		– Sell
-11,369
Closed -$502K – 1039
2024
Q2 		$502K Buy
+11,369
New +$583K 0.08% 433
2023
Q4 		– Sell
-9,791
Closed -$423K – 738
2023
Q3 		$423K Buy
9,791
+4,711
+93% +$215K 0.22% 173
2023
Q2 		$232K Sell
5,080
-2,193
-30% -$87.6K 0.18% 245
2023
Q1 		$322K Buy
+7,273
New +$355K 0.57% 15

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

Nebula Research & Development's HEES Position: Q3 2024 in Review

Nebula Research & Development sold out of H&E Equipment Services (HEES) in Q3 2024, closing a stake of 11,369 shares — an estimated $502K sold.

Nebula Research & Development first reported a position in HEES in Q1 2023 and held it in 4 quarters. The position peaked at $502K in Q2 2024. 225 funds tracked by Wall St. Rank hold HEES as of Q3 2024.

  • Nebula Research & Development reported no remaining H&E Equipment Services position as of Q3 2024 after selling out during the quarter.
  • Nebula Research & Development sold 11,369 H&E Equipment Services shares in Q3 2024, an estimated $502K.
  • Nebula Research & Development first reported a position in H&E Equipment Services in Q1 2023 and held it in 4 quarters.
  • Nebula Research & Development's H&E Equipment Services position peaked at $502K in Q2 2024.
  • 225 funds tracked by Wall St. Rank held H&E Equipment Services as of Q3 2024.

Based on Nebula Research & Development's 13F filing for Q3 2024, filed 14 Nov 2024.