PS
HEES

Principal Securities’s H&E Equipment Services HEES Stock Holding History

Principal Securities’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
Q3 		– Sell
-132
Closed -$5.83K – 3479
2024
Q2 		$5.83K Sell
132
-395
-75% -$20.3K ﹤0.01% 2588
2024
Q1 		$33.8K Buy
527
+139
+36% +$7.62K ﹤0.01% 1738
2023
Q4 		$20.3K Buy
+388
New +$17.5K ﹤0.01% 1909

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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 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

Principal Securities's HEES Position: Q3 2024 in Review

Principal Securities sold out of H&E Equipment Services (HEES) in Q3 2024, closing a stake of 132 shares — an estimated $5.83K sold.

Principal Securities first reported a position in HEES in Q4 2023 and held it in 3 quarters. The position peaked at $33.8K in Q1 2024. 225 funds tracked by Wall St. Rank hold HEES as of Q3 2024.

  • Principal Securities reported no remaining H&E Equipment Services position as of Q3 2024 after selling out during the quarter.
  • Principal Securities sold 132 H&E Equipment Services shares in Q3 2024, an estimated $5.83K.
  • Principal Securities first reported a position in H&E Equipment Services in Q4 2023 and held it in 3 quarters.
  • Principal Securities's H&E Equipment Services position peaked at $33.8K in Q1 2024.
  • 225 funds tracked by Wall St. Rank held H&E Equipment Services as of Q3 2024.

Based on Principal Securities's 13F filing for Q3 2024, filed 28 Oct 2024.