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 $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
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Summit Global Investments's HEES Position: Q4 2024 in Review

Summit Global Investments sold out of H&E Equipment Services (HEES) in Q4 2024, closing a stake of 23,343 shares — an estimated $1.14M sold.

Summit Global Investments first reported a position in HEES in Q1 2023 and held it in 7 quarters. The position peaked at $1.37M in Q1 2024. 199 funds tracked by Wall St. Rank hold HEES as of Q4 2024.

  • Summit Global Investments reported no remaining H&E Equipment Services position as of Q4 2024 after selling out during the quarter.
  • Summit Global Investments sold 23,343 H&E Equipment Services shares in Q4 2024, an estimated $1.14M.
  • Summit Global Investments first reported a position in H&E Equipment Services in Q1 2023 and held it in 7 quarters.
  • Summit Global Investments's H&E Equipment Services position peaked at $1.37M in Q1 2024.
  • 199 funds tracked by Wall St. Rank held H&E Equipment Services as of Q4 2024.

Based on Summit Global Investments's 13F filing for Q4 2024, filed 11 Feb 2025.