Rockefeller Capital Management
HEES

Rockefeller Capital Management’s H&E Equipment Services HEES Stock Holding History

Rockefeller Capital 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
2022
Q3 		– Sell
-135
Closed -$3K – 4084
2022
Q2 		$3K Hold
135
– – ﹤0.01% 3647
2022
Q1 		$5K Buy
+135
New +$5.68K ﹤0.01% 3332
2021
Q3 		– Sell
-1,848
Closed -$61K – 3745
2021
Q2 		$61K Buy
+1,848
New +$67.7K ﹤0.01% 1989

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
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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Rockefeller Capital Management's HEES Position: Q3 2022 in Review

Rockefeller Capital Management sold out of H&E Equipment Services (HEES) in Q3 2022, closing a stake of 135 shares — an estimated $3K sold.

Rockefeller Capital Management first reported a position in HEES in Q2 2021 and held it in 3 quarters. The position peaked at $61K in Q2 2021. 161 funds tracked by Wall St. Rank hold HEES as of Q3 2022.

  • Rockefeller Capital Management reported no remaining H&E Equipment Services position as of Q3 2022 after selling out during the quarter.
  • Rockefeller Capital Management sold 135 H&E Equipment Services shares in Q3 2022, an estimated $3K.
  • Rockefeller Capital Management first reported a position in H&E Equipment Services in Q2 2021 and held it in 3 quarters.
  • Rockefeller Capital Management's H&E Equipment Services position peaked at $61K in Q2 2021.
  • 161 funds tracked by Wall St. Rank held H&E Equipment Services as of Q3 2022.

Based on Rockefeller Capital Management's 13F filing for Q3 2022, filed 2 Nov 2022.