TSWM
HEES

Tyler-Stone Wealth Management’s H&E Equipment Services HEES Stock Holding History

Tyler-Stone Wealth Management’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
Q3 		– Sell
-100
Closed -$4.42K – 573
2024
Q2 		$4.42K Hold
100
– – ﹤0.01% 777
2024
Q1 		$6.42K Hold
100
– – ﹤0.01% 717
2023
Q4 		$5.23K Hold
100
– – ﹤0.01% 721
2023
Q3 		$4K Hold
100
– – ﹤0.01% 739
2023
Q2 		$5K Buy
+100
New +$4K ﹤0.01% 696
2022
Q4 		$5K Hold
100
– – ﹤0.01% 654
2022
Q3 		$3K Hold
100
– – ﹤0.01% 710
2022
Q2 		$3K Hold
100
– – ﹤0.01% 725
2022
Q1 		$4K Hold
100
– – ﹤0.01% 695
2021
Q4 		$4K Buy
+100
New +$4.36K ﹤0.01% 725

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
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
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 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

Tyler-Stone Wealth Management's HEES Position: Q3 2024 in Review

Tyler-Stone Wealth Management sold out of H&E Equipment Services (HEES) in Q3 2024, closing a stake of 100 shares — an estimated $4.42K sold.

Tyler-Stone Wealth Management first reported a position in HEES in Q4 2021 and held it in 10 quarters. The position peaked at $6.42K in Q1 2024. 225 funds tracked by Wall St. Rank hold HEES as of Q3 2024.

  • Tyler-Stone Wealth Management reported no remaining H&E Equipment Services position as of Q3 2024 after selling out during the quarter.
  • Tyler-Stone Wealth Management sold 100 H&E Equipment Services shares in Q3 2024, an estimated $4.42K.
  • Tyler-Stone Wealth Management first reported a position in H&E Equipment Services in Q4 2021 and held it in 10 quarters.
  • Tyler-Stone Wealth Management's H&E Equipment Services position peaked at $6.42K in Q1 2024.
  • 225 funds tracked by Wall St. Rank held H&E Equipment Services as of Q3 2024.

Based on Tyler-Stone Wealth Management's 13F filing for Q3 2024, filed 4 Nov 2024.