SGI
HEES

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

Summit Global 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
Q4 		– Sell
-23,343
Closed -$1.14M – 578
2024
Q3 		$1.14M Sell
23,343
-121
-0.5% -$5.69K 0.07% 225
2024
Q2 		$1.04M Buy
23,464
+2,168
+10% +$111K 0.07% 236
2024
Q1 		$1.37M Buy
21,296
+504
+2% +$27.6K 0.1% 157
2023
Q4 		$1.09M Buy
20,792
+2,483
+14% +$112K 0.07% 225
2023
Q3 		$791K Buy
18,309
+4,268
+30% +$194K 0.05% 264
2023
Q2 		$642K Sell
14,041
-7,910
-36% -$316K 0.04% 302
2023
Q1 		$971K Buy
+21,951
New +$1.07M 0.08% 250

Other funds holding HEES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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 $942M AUM 36.36% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return