Neuberger Berman Group
HEES

Neuberger Berman Group’s H&E Equipment Services HEES Stock Holding History

Neuberger Berman Group’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
-108,624
Closed -$6.97M – 1928
2024
Q1 		$6.97M Sell
108,624
-102,164
-48% -$5.6M 0.01% 862
2023
Q4 		$11M Buy
210,788
+148,084
+236% +$6.69M ﹤0.01% 888
2023
Q3 		$2.71M Sell
62,704
-57,236
-48% -$2.61M ﹤0.01% 1023
2023
Q2 		$5.49M Buy
119,940
+8,985
+8% +$359K ﹤0.01% 865
2023
Q1 		$4.91M Buy
110,955
+40,301
+57% +$1.97M ﹤0.01% 881
2022
Q4 		$3.21M Sell
70,654
-36,802
-34% -$1.43M ﹤0.01% 967
2022
Q3 		$3.04M Sell
107,456
-679
-0.6% -$21.4K ﹤0.01% 993
2022
Q2 		$3.13M Sell
108,135
-371
-0.3% -$13K ﹤0.01% 1014
2022
Q1 		$4.72M Buy
108,506
+5,003
+5% +$210K ﹤0.01% 975
2021
Q4 		$4.5M Sell
103,503
-144
-0.1% -$6.28K ﹤0.01% 1003
2021
Q3 		$3.53M Buy
+103,647
New +$3.44M ﹤0.01% 1040
2020
Q2 		– Sell
-16,927
Closed -$248K – 1559
2020
Q1 		$248K Sell
16,927
-39,073
-70% -$946K ﹤0.01% 1378
2019
Q4 		$1.87M Sell
56,000
-29,700
-35% -$963K ﹤0.01% 1044
2019
Q3 		$2.47M Buy
85,700
+5,900
+7% +$160K ﹤0.01% 970
2019
Q2 		$2.32M Buy
+79,800
New +$2.22M ﹤0.01% 991
2017
Q2 		– Sell
-27,000
Closed -$662K – 1614
2017
Q1 		$662K Buy
27,000
+5,000
+23% +$122K ﹤0.01% 1237
2016
Q4 		$512K Buy
+22,000
New +$403K ﹤0.01% 1284

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

Neuberger Berman Group's HEES Position: Q2 2024 in Review

Neuberger Berman Group sold out of H&E Equipment Services (HEES) in Q2 2024, closing a stake of 108,624 shares — an estimated $6.97M sold.

Neuberger Berman Group first reported a position in HEES in Q4 2016 and held it in 17 quarters. The position peaked at $11M in Q4 2023. 215 funds tracked by Wall St. Rank hold HEES as of Q2 2024.

  • Neuberger Berman Group reported no remaining H&E Equipment Services position as of Q2 2024 after selling out during the quarter.
  • Neuberger Berman Group sold 108,624 H&E Equipment Services shares in Q2 2024, an estimated $6.97M.
  • Neuberger Berman Group first reported a position in H&E Equipment Services in Q4 2016 and held it in 17 quarters.
  • Neuberger Berman Group's H&E Equipment Services position peaked at $11M in Q4 2023.
  • 215 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2024.

Based on Neuberger Berman Group's 13F filing for Q2 2024, filed 13 Aug 2024.