NRI
HEES

NFP Retirement Inc’s H&E Equipment Services HEES Stock Holding History

NFP Retirement Inc’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
-3,351
Closed -$215K – 281
2024
Q1 		$215K Buy
+3,351
New +$184K 0.02% 261

Other funds holding HEES

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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

NFP Retirement Inc's HEES Position: Q2 2024 in Review

NFP Retirement Inc sold out of H&E Equipment Services (HEES) in Q2 2024, closing a stake of 3,351 shares — an estimated $215K sold.

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

  • NFP Retirement Inc reported no remaining H&E Equipment Services position as of Q2 2024 after selling out during the quarter.
  • NFP Retirement Inc sold 3,351 H&E Equipment Services shares in Q2 2024, an estimated $215K.
  • NFP Retirement Inc first reported a position in H&E Equipment Services in Q1 2024 and held it in 1 quarter.
  • NFP Retirement Inc's H&E Equipment Services position peaked at $215K in Q1 2024.
  • 215 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2024.

Based on NFP Retirement Inc's 13F filing for Q2 2024, filed 13 Feb 2025.