SS
HEES

Sunbelt Securities’s H&E Equipment Services HEES Stock Holding History

Sunbelt Securities’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
2023
Q4 		– Sell
-19
Closed -$821 – 1747
2023
Q3 		$821 Hold
19
– – ﹤0.01% 1618
2023
Q2 		$869 Sell
19
-800
-98% -$32K ﹤0.01% 1543
2023
Q1 		$35.6K Buy
+819
New +$39.9K 0.01% 813

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
Invesco
Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 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
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Sunbelt Securities's HEES Position: Q4 2023 in Review

Sunbelt Securities sold out of H&E Equipment Services (HEES) in Q4 2023, closing a stake of 19 shares — an estimated $821 sold.

Sunbelt Securities first reported a position in HEES in Q1 2023 and held it in 3 quarters. The position peaked at $35.6K in Q1 2023. 201 funds tracked by Wall St. Rank hold HEES as of Q4 2023.

  • Sunbelt Securities reported no remaining H&E Equipment Services position as of Q4 2023 after selling out during the quarter.
  • Sunbelt Securities sold 19 H&E Equipment Services shares in Q4 2023, an estimated $821.
  • Sunbelt Securities first reported a position in H&E Equipment Services in Q1 2023 and held it in 3 quarters.
  • Sunbelt Securities's H&E Equipment Services position peaked at $35.6K in Q1 2023.
  • 201 funds tracked by Wall St. Rank held H&E Equipment Services as of Q4 2023.

Based on Sunbelt Securities's 13F filing for Q4 2023, filed 15 Feb 2024.