YIH
HEES

Y-Intercept (HK)’s H&E Equipment Services HEES Stock Holding History

Y-Intercept (HK)’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
Q4 		– Sell
-4,342
Closed -$211K – 1384
2024
Q3 		$211K Sell
4,342
-14,507
-77% -$682K 0.01% 1146
2024
Q2 		$833K Buy
18,849
+9,495
+102% +$487K 0.05% 576
2024
Q1 		$600K Buy
9,354
+182
+2% +$9.98K 0.05% 616
2023
Q4 		$480K Buy
+9,172
New +$414K 0.04% 620

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
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
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 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
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Y-Intercept (HK)'s HEES Position: Q4 2024 in Review

Y-Intercept (HK) sold out of H&E Equipment Services (HEES) in Q4 2024, closing a stake of 4,342 shares — an estimated $211K sold.

Y-Intercept (HK) first reported a position in HEES in Q4 2023 and held it in 4 quarters. The position peaked at $833K in Q2 2024. 199 funds tracked by Wall St. Rank hold HEES as of Q4 2024.

  • Y-Intercept (HK) reported no remaining H&E Equipment Services position as of Q4 2024 after selling out during the quarter.
  • Y-Intercept (HK) sold 4,342 H&E Equipment Services shares in Q4 2024, an estimated $211K.
  • Y-Intercept (HK) first reported a position in H&E Equipment Services in Q4 2023 and held it in 4 quarters.
  • Y-Intercept (HK)'s H&E Equipment Services position peaked at $833K in Q2 2024.
  • 199 funds tracked by Wall St. Rank held H&E Equipment Services as of Q4 2024.

Based on Y-Intercept (HK)'s 13F filing for Q4 2024, filed 4 Feb 2025.