SWM
HEES

SeaCrest Wealth Management’s H&E Equipment Services HEES Stock Holding History

SeaCrest Wealth 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
-715
Closed -$21K – 993
2022
Q2 		$21K Buy
+715
New +$25.1K ﹤0.01% 1460
2019
Q2 		– Sell
-412
Closed -$10K – 1074
2019
Q1 		$10K Buy
412
+341
+480% +$8.97K ﹤0.01% 1523
2018
Q4 		$1K Hold
71
– – ﹤0.01% 2016
2018
Q3 		$3K Sell
71
-66
-48% -$2.39K ﹤0.01% 1979
2018
Q2 		$5K Buy
137
+71
+108% +$2.65K ﹤0.01% 1811
2018
Q1 		$3K Buy
+66
New +$2.6K ﹤0.01% 1900

Other funds holding HEES

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ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Janus Henderson Group
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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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return