PTC
HEES

Petrus Trust Company’s H&E Equipment Services HEES Stock Holding History

Petrus Trust Company’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
Q4 		– Sell
-6,833
Closed -$333K – 649
2024
Q3 		$333K Sell
6,833
-677
-9% -$31.8K 0.03% 375
2024
Q2 		$332K Hold
7,510
– – 0.03% 394
2024
Q1 		$482K Buy
+7,510
New +$412K 0.04% 225
2020
Q1 		– Sell
-13,038
Closed -$436K – 238
2019
Q4 		$436K Buy
+13,038
New +$423K 0.07% 66
2018
Q1 		– Sell
-7,589
Closed -$308K – 189
2017
Q4 		$308K Sell
7,589
-3,047
-29% -$104K 0.08% 94
2017
Q3 		$311K Buy
+10,636
New +$247K 0.07% 86

Other funds holding HEES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Petrus Trust Company's HEES Position: Q4 2024 in Review

Petrus Trust Company sold out of H&E Equipment Services (HEES) in Q4 2024, closing a stake of 6,833 shares — an estimated $333K sold.

Petrus Trust Company first reported a position in HEES in Q3 2017 and held it in 6 quarters. The position peaked at $482K in Q1 2024. 198 funds tracked by Wall St. Rank hold HEES as of Q4 2024.

  • Petrus Trust Company reported no remaining H&E Equipment Services position as of Q4 2024 after selling out during the quarter.
  • Petrus Trust Company sold 6,833 H&E Equipment Services shares in Q4 2024, an estimated $333K.
  • Petrus Trust Company first reported a position in H&E Equipment Services in Q3 2017 and held it in 6 quarters.
  • Petrus Trust Company's H&E Equipment Services position peaked at $482K in Q1 2024.
  • 198 funds tracked by Wall St. Rank held H&E Equipment Services as of Q4 2024.

Based on Petrus Trust Company's 13F filing for Q4 2024, filed 14 Feb 2025.