TCWP’s H&E Equipment Services HEES Stock Holding History

TCWP’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
2022 Q2	–	Sell	-36	Closed	-$1K	–	890
2022 Q1	$1K	Buy	+36	New	+$1.51K	﹤0.01%	1525

Other funds holding HEES

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

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

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

State Street Boston, Massachusetts $3.38T AUM 44.17% 1-Year Est. Return

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

TCWP's HEES Position: Q2 2022 in Review

TCWP sold out of H&E Equipment Services (HEES) in Q2 2022, closing a stake of 36 shares — an estimated $1K sold.

TCWP first reported a position in HEES in Q1 2022 and held it in 1 quarter. The position peaked at $1K in Q1 2022. 162 funds tracked by Wall St. Rank hold HEES as of Q2 2022.

TCWP reported no remaining H&E Equipment Services position as of Q2 2022 after selling out during the quarter.
TCWP sold 36 H&E Equipment Services shares in Q2 2022, an estimated $1K.
TCWP first reported a position in H&E Equipment Services in Q1 2022 and held it in 1 quarter.
TCWP's H&E Equipment Services position peaked at $1K in Q1 2022.
162 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2022.

Based on TCWP's 13F filing for Q2 2022, filed 15 Aug 2022.