OR
HEES

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

Olympiad Research’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
Q3 		– Sell
-5,014
Closed -$229K – 354
2023
Q2 		$229K Buy
+5,014
New +$200K 0.23% 185
2020
Q3 		– Sell
-10,644
Closed -$197K – 394
2020
Q2 		$197K Sell
10,644
-5,517
-34% -$87.8K 0.14% 222
2020
Q1 		$237K Buy
+16,161
New +$391K 0.24% 155

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Olympiad Research's HEES Position: Q3 2023 in Review

Olympiad Research sold out of H&E Equipment Services (HEES) in Q3 2023, closing a stake of 5,014 shares — an estimated $229K sold.

Olympiad Research first reported a position in HEES in Q1 2020 and held it in 3 quarters. The position peaked at $237K in Q1 2020. 186 funds tracked by Wall St. Rank hold HEES as of Q3 2023.

  • Olympiad Research reported no remaining H&E Equipment Services position as of Q3 2023 after selling out during the quarter.
  • Olympiad Research sold 5,014 H&E Equipment Services shares in Q3 2023, an estimated $229K.
  • Olympiad Research first reported a position in H&E Equipment Services in Q1 2020 and held it in 3 quarters.
  • Olympiad Research's H&E Equipment Services position peaked at $237K in Q1 2020.
  • 186 funds tracked by Wall St. Rank held H&E Equipment Services as of Q3 2023.

Based on Olympiad Research's 13F filing for Q3 2023, filed 2 Nov 2023.