West Tower Group’s H&E Equipment Services HEES Stock Holding History

West Tower Group’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	-789	Closed	-$36.1K	–	694
2023 Q2	$36.1K	Buy	+789	New	+$31.5K	0.03%	260

Other funds holding HEES

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return

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

West Tower Group's HEES Position: Q3 2023 in Review

West Tower Group sold out of H&E Equipment Services (HEES) in Q3 2023, closing a stake of 789 shares — an estimated $36.1K sold.

West Tower Group first reported a position in HEES in Q2 2023 and held it in 1 quarter. The position peaked at $36.1K in Q2 2023. 186 funds tracked by Wall St. Rank hold HEES as of Q3 2023.

West Tower Group reported no remaining H&E Equipment Services position as of Q3 2023 after selling out during the quarter.
West Tower Group sold 789 H&E Equipment Services shares in Q3 2023, an estimated $36.1K.
West Tower Group first reported a position in H&E Equipment Services in Q2 2023 and held it in 1 quarter.
West Tower Group's H&E Equipment Services position peaked at $36.1K in Q2 2023.
186 funds tracked by Wall St. Rank held H&E Equipment Services as of Q3 2023.

Based on West Tower Group's 13F filing for Q3 2023, filed 14 Nov 2023.