RA
HEES

Rovida Advisors’s H&E Equipment Services HEES Stock Holding History

Rovida Advisors’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
-41,823
Closed -$1.85M – 24
2024
Q2 		$1.85M Buy
+41,823
New +$2.14M 0.66% 19
2017
Q3 		– Sell
-398,469
Closed -$8.13M – 27
2017
Q2 		$8.13M Buy
+398,469
New +$8.36M 1.12% 21

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

Rovida Advisors's HEES Position: Q3 2024 in Review

Rovida Advisors sold out of H&E Equipment Services (HEES) in Q3 2024, closing a stake of 41,823 shares — an estimated $1.85M sold.

Rovida Advisors first reported a position in HEES in Q2 2017 and held it in 2 quarters. The position peaked at $8.13M in Q2 2017. 225 funds tracked by Wall St. Rank hold HEES as of Q3 2024.

  • Rovida Advisors reported no remaining H&E Equipment Services position as of Q3 2024 after selling out during the quarter.
  • Rovida Advisors sold 41,823 H&E Equipment Services shares in Q3 2024, an estimated $1.85M.
  • Rovida Advisors first reported a position in H&E Equipment Services in Q2 2017 and held it in 2 quarters.
  • Rovida Advisors's H&E Equipment Services position peaked at $8.13M in Q2 2017.
  • 225 funds tracked by Wall St. Rank held H&E Equipment Services as of Q3 2024.

Based on Rovida Advisors's 13F filing for Q3 2024, filed 12 Nov 2024.