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

SVB Wealth’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 Q3	–	Sell	-34,201	Closed	-$1.56M	–	895
2023 Q2	$1.56M	Hold	34,201	–	–	0.03%	271
2023 Q1	$1.51M	Buy	+34,201	New	+$1.67M	0.02%	320

Other funds holding HEES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

SVB Wealth's HEES Position: Q3 2023 in Review

SVB Wealth sold out of H&E Equipment Services (HEES) in Q3 2023, closing a stake of 34,201 shares — an estimated $1.56M sold.

SVB Wealth first reported a position in HEES in Q1 2023 and held it in 2 quarters. The position peaked at $1.56M in Q2 2023. 186 funds tracked by Wall St. Rank hold HEES as of Q3 2023.

SVB Wealth reported no remaining H&E Equipment Services position as of Q3 2023 after selling out during the quarter.
SVB Wealth sold 34,201 H&E Equipment Services shares in Q3 2023, an estimated $1.56M.
SVB Wealth first reported a position in H&E Equipment Services in Q1 2023 and held it in 2 quarters.
SVB Wealth's H&E Equipment Services position peaked at $1.56M in Q2 2023.
186 funds tracked by Wall St. Rank held H&E Equipment Services as of Q3 2023.

Based on SVB Wealth's 13F filing for Q3 2023, filed 23 Oct 2023.