SCM
HEES icon

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

Semanteon 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
2024
Q4 		– Sell
-21,103
Closed -$1.03M – 274
2024
Q3 		$1.03M Buy
21,103
+14,710
+230% +$692K 0.7% 64
2024
Q2 		$282K Buy
+6,393
New +$328K 0.2% 167
2024
Q1 		– Sell
-16,793
Closed -$879K – 257
2023
Q4 		$879K Buy
+16,793
New +$759K 0.59% 78

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
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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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
Westwood Holdings Group
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Semanteon Capital Management's HEES Position: Q4 2024 in Review

Semanteon Capital Management sold out of H&E Equipment Services (HEES) in Q4 2024, closing a stake of 21,103 shares — an estimated $1.03M sold.

Semanteon Capital Management first reported a position in HEES in Q4 2023 and held it in 3 quarters. The position peaked at $1.03M in Q3 2024. 199 funds tracked by Wall St. Rank hold HEES as of Q4 2024.

  • Semanteon Capital Management reported no remaining H&E Equipment Services position as of Q4 2024 after selling out during the quarter.
  • Semanteon Capital Management sold 21,103 H&E Equipment Services shares in Q4 2024, an estimated $1.03M.
  • Semanteon Capital Management first reported a position in H&E Equipment Services in Q4 2023 and held it in 3 quarters.
  • Semanteon Capital Management's H&E Equipment Services position peaked at $1.03M in Q3 2024.
  • 199 funds tracked by Wall St. Rank held H&E Equipment Services as of Q4 2024.

Based on Semanteon Capital Management's 13F filing for Q4 2024, filed 11 Feb 2025.