Truist Financial
HEES

Truist Financial’s H&E Equipment Services HEES Stock Holding History

Truist Financial’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
-17,905
Closed -$779K – 2688
2022
Q1 		$779K Sell
17,905
-628
-3% -$26.4K ﹤0.01% 1759
2021
Q4 		$821K Sell
18,533
-1,974
-10% -$86.1K ﹤0.01% 1742
2021
Q3 		$711K Sell
20,507
-13,808
-40% -$458K ﹤0.01% 1812
2021
Q2 		$1.14M Buy
34,315
+233
+0.7% +$8.54K ﹤0.01% 1560
2021
Q1 		$1.29M Buy
34,082
+1,385
+4% +$44.3K ﹤0.01% 1441
2020
Q4 		$974K Buy
32,697
+16,194
+98% +$417K ﹤0.01% 1494
2020
Q3 		$325K Buy
16,503
+2,080
+14% +$40.6K ﹤0.01% 1968
2020
Q2 		$266K Buy
14,423
+3,947
+38% +$62.8K ﹤0.01% 2032
2020
Q1 		$154K Sell
10,476
-1,922
-16% -$46.5K ﹤0.01% 2185
2019
Q4 		$415K Buy
+12,398
New +$402K ﹤0.01% 1979

Other funds holding HEES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

Truist Financial's HEES Position: Q2 2022 in Review

Truist Financial sold out of H&E Equipment Services (HEES) in Q2 2022, closing a stake of 17,905 shares — an estimated $779K sold.

Truist Financial first reported a position in HEES in Q4 2019 and held it in 10 quarters. The position peaked at $1.29M in Q1 2021. 162 funds tracked by Wall St. Rank hold HEES as of Q2 2022.

  • Truist Financial reported no remaining H&E Equipment Services position as of Q2 2022 after selling out during the quarter.
  • Truist Financial sold 17,905 H&E Equipment Services shares in Q2 2022, an estimated $779K.
  • Truist Financial first reported a position in H&E Equipment Services in Q4 2019 and held it in 10 quarters.
  • Truist Financial's H&E Equipment Services position peaked at $1.29M in Q1 2021.
  • 162 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2022.

Based on Truist Financial's 13F filing for Q2 2022, filed 22 Jul 2022.