Paradigm Asset Management’s H&E Equipment Services HEES Stock Holding History

Paradigm Asset Management’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 Q2	–	Sell	-16,800	Closed	-$743K	–	543
2023 Q1	$743K	Hold	16,800	–	–	0.2%	200
2022 Q4	$763K	Buy	+16,800	New	+$651K	0.21%	216
2015 Q3	–	Sell	-1,650	Closed	-$33K	–	831
2015 Q2	$33K	Hold	1,650	–	–	﹤0.01%	727
2015 Q1	$41.2K	Hold	1,650	–	–	﹤0.01%	676
2014 Q4	$46.3K	Hold	1,650	–	–	0.01%	678
2014 Q3	$66.5K	Sell	1,650 -450	-21%	-$17.5K	0.01%	624
2014 Q2	$76.3K	Sell	2,100 -550	-21%	-$20.2K	0.01%	661
2014 Q1	$107K	Hold	2,650	–	–	0.01%	554
2013 Q4	$78.5K	Hold	2,650	–	–	0.01%	606
2013 Q3	$70.4K	Buy	+2,650	New	+$63.1K	0.01%	618

Other funds holding HEES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Paradigm Asset Management's HEES Position: Q2 2023 in Review

Paradigm Asset Management sold out of H&E Equipment Services (HEES) in Q2 2023, closing a stake of 16,800 shares — an estimated $743K sold.

Paradigm Asset Management first reported a position in HEES in Q3 2013 and held it in 10 quarters. The position peaked at $763K in Q4 2022. 195 funds tracked by Wall St. Rank hold HEES as of Q2 2023.

Paradigm Asset Management reported no remaining H&E Equipment Services position as of Q2 2023 after selling out during the quarter.
Paradigm Asset Management sold 16,800 H&E Equipment Services shares in Q2 2023, an estimated $743K.
Paradigm Asset Management first reported a position in H&E Equipment Services in Q3 2013 and held it in 10 quarters.
Paradigm Asset Management's H&E Equipment Services position peaked at $763K in Q4 2022.
195 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2023.

Based on Paradigm Asset Management's 13F filing for Q2 2023, filed 14 Aug 2023.