RI
HEES

Redwood Investments’s H&E Equipment Services HEES Stock Holding History

Redwood Investments’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
Q2 		– Sell
-37,093
Closed -$2.35M – 122
2024
Q1 		$2.35M Sell
37,093
-7,013
-16% -$385K 0.69% 64
2023
Q4 		$2.31M Sell
44,106
-236,785
-84% -$10.7M 0.6% 75
2023
Q3 		$12.1M Buy
280,891
+50,410
+22% +$2.3M 1.64% 23
2023
Q2 		$10.5M Buy
230,481
+2,527
+1% +$101K 1.29% 38
2023
Q1 		$10.1M Buy
227,954
+98,761
+76% +$4.82M 1.29% 34
2022
Q4 		$5.87M Buy
+129,193
New +$5M 0.79% 56
2015
Q2 		– Sell
-60,996
Closed -$1.52M – 182
2015
Q1 		$1.52M Buy
60,996
+39,608
+185% +$891K 0.24% 84
2014
Q4 		$601K Sell
21,388
-3,912
-15% -$133K 0.09% 103
2014
Q3 		$1.02M Buy
25,300
+1,543
+6% +$60.1K 0.14% 86
2014
Q2 		$863K Sell
23,757
-12,307
-34% -$451K 0.11% 101
2014
Q1 		$1.46M Sell
36,064
-795
-2% -$26.4K 0.21% 71
2013
Q4 		$1.09M Sell
36,859
-178
-0.5% -$4.88K 0.16% 84
2013
Q3 		$984K Sell
37,037
-3,202
-8% -$76.2K 0.14% 97
2013
Q2 		$848K Buy
+40,239
New +$841K 0.13% 106

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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
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
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

Redwood Investments's HEES Position: Q2 2024 in Review

Redwood Investments sold out of H&E Equipment Services (HEES) in Q2 2024, closing a stake of 37,093 shares — an estimated $2.35M sold.

Redwood Investments first reported a position in HEES in Q2 2013 and held it in 14 quarters. The position peaked at $12.1M in Q3 2023. 215 funds tracked by Wall St. Rank hold HEES as of Q2 2024.

  • Redwood Investments reported no remaining H&E Equipment Services position as of Q2 2024 after selling out during the quarter.
  • Redwood Investments sold 37,093 H&E Equipment Services shares in Q2 2024, an estimated $2.35M.
  • Redwood Investments first reported a position in H&E Equipment Services in Q2 2013 and held it in 14 quarters.
  • Redwood Investments's H&E Equipment Services position peaked at $12.1M in Q3 2023.
  • 215 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2024.

Based on Redwood Investments's 13F filing for Q2 2024, filed 14 Aug 2024.