PP
HEES

PDT Partners’s H&E Equipment Services HEES Stock Holding History

PDT Partners’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
-7,747
Closed -$354K – 623
2023
Q2 		$354K Buy
7,747
+1,795
+30% +$71.7K 0.05% 435
2023
Q1 		$263K Buy
5,952
+34
+0.6% +$1.66K 0.04% 479
2022
Q4 		$269K Sell
5,918
-1,165
-16% -$45.1K 0.04% 499
2022
Q3 		$201K Sell
7,083
-23,206
-77% -$730K 0.03% 716
2022
Q2 		$877K Buy
30,289
+2,442
+9% +$85.8K 0.08% 438
2022
Q1 		$1.21M Sell
27,847
-3,253
-10% -$137K 0.1% 310
2021
Q4 		$1.38M Sell
31,100
-803
-3% -$35K 0.1% 296
2021
Q3 		$1.11M Sell
31,903
-1,875
-6% -$62.2K 0.08% 326
2021
Q2 		$1.12M Buy
33,778
+1,878
+6% +$68.8K 0.07% 355
2021
Q1 		$1.21M Sell
31,900
-3,300
-9% -$106K 0.09% 334
2020
Q4 		$1.05M Buy
+35,200
New +$906K 0.07% 315
2018
Q4 		– Sell
-58,605
Closed -$2.21M – 485
2018
Q3 		$2.21M Sell
58,605
-13,202
-18% -$478K 0.09% 230
2018
Q2 		$2.7M Sell
71,807
-10,328
-13% -$385K 0.1% 225
2018
Q1 		$3.16M Sell
82,135
-18,965
-19% -$746K 0.11% 220
2017
Q4 		$4.11M Buy
+101,100
New +$3.46M 0.12% 212
2017
Q3 		– Sell
-23,083
Closed -$471K – 536
2017
Q2 		$471K Sell
23,083
-36,126
-61% -$758K 0.02% 414
2017
Q1 		$1.45M Sell
59,209
-17,191
-23% -$421K 0.08% 269
2016
Q4 		$1.78M Buy
76,400
+30,100
+65% +$551K 0.12% 259
2016
Q3 		$776K Hold
46,300
– – 0.05% 332
2016
Q2 		$881K Buy
+46,300
New +$871K 0.07% 272
2015
Q3 		– Sell
-24,121
Closed -$482K – 1397
2015
Q2 		$482K Buy
+24,121
New +$577K 0.01% 982
2014
Q3 		– Sell
-7,100
Closed -$258K – 1422
2014
Q2 		$258K Buy
+7,100
New +$260K 0.01% 1238

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

PDT Partners's HEES Position: Q3 2023 in Review

PDT Partners sold out of H&E Equipment Services (HEES) in Q3 2023, closing a stake of 7,747 shares — an estimated $354K sold.

PDT Partners first reported a position in HEES in Q2 2014 and held it in 22 quarters. The position peaked at $4.11M in Q4 2017. 186 funds tracked by Wall St. Rank hold HEES as of Q3 2023.

  • PDT Partners reported no remaining H&E Equipment Services position as of Q3 2023 after selling out during the quarter.
  • PDT Partners sold 7,747 H&E Equipment Services shares in Q3 2023, an estimated $354K.
  • PDT Partners first reported a position in H&E Equipment Services in Q2 2014 and held it in 22 quarters.
  • PDT Partners's H&E Equipment Services position peaked at $4.11M in Q4 2017.
  • 186 funds tracked by Wall St. Rank held H&E Equipment Services as of Q3 2023.

Based on PDT Partners's 13F filing for Q3 2023, filed 14 Nov 2023.