WWM
HEES

Wolff Wiese Magana’s H&E Equipment Services HEES Stock Holding History

Wolff Wiese Magana’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
-3,415
Closed -$156K – 830
2023
Q2 		$156K Sell
3,415
-36
-1% -$1.44K 0.12% 109
2023
Q1 		$153K Buy
3,451
+860
+33% +$41.9K 0.12% 109
2022
Q4 		$118K Buy
+2,591
New +$100K 0.1% 122

Other funds holding HEES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Invesco
Invesco Atlanta, Georgia $1.02T AUM 30.18% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Wolff Wiese Magana's HEES Position: Q3 2023 in Review

Wolff Wiese Magana sold out of H&E Equipment Services (HEES) in Q3 2023, closing a stake of 3,415 shares — an estimated $156K sold.

Wolff Wiese Magana first reported a position in HEES in Q4 2022 and held it in 3 quarters. The position peaked at $156K in Q2 2023. 186 funds tracked by Wall St. Rank hold HEES as of Q3 2023.

  • Wolff Wiese Magana reported no remaining H&E Equipment Services position as of Q3 2023 after selling out during the quarter.
  • Wolff Wiese Magana sold 3,415 H&E Equipment Services shares in Q3 2023, an estimated $156K.
  • Wolff Wiese Magana first reported a position in H&E Equipment Services in Q4 2022 and held it in 3 quarters.
  • Wolff Wiese Magana's H&E Equipment Services position peaked at $156K in Q2 2023.
  • 186 funds tracked by Wall St. Rank held H&E Equipment Services as of Q3 2023.

Based on Wolff Wiese Magana's 13F filing for Q3 2023, filed 31 Oct 2023.