Advisory Alpha’s H&E Equipment Services HEES Stock Holding History

Advisory Alpha’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
2020 Q1	–	Sell	-5,100	Closed	-$155K	–	769
2019 Q4	$155K	Buy	+5,100	New	+$165K	0.04%	161

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return

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

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

Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

GIP

Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return

Advisory Alpha's HEES Position: Q1 2020 in Review

Advisory Alpha sold out of H&E Equipment Services (HEES) in Q1 2020, closing a stake of 5,100 shares — an estimated $155K sold.

Advisory Alpha first reported a position in HEES in Q4 2019 and held it in 1 quarter. The position peaked at $155K in Q4 2019. 156 funds tracked by Wall St. Rank hold HEES as of Q1 2020.

Advisory Alpha reported no remaining H&E Equipment Services position as of Q1 2020 after selling out during the quarter.
Advisory Alpha sold 5,100 H&E Equipment Services shares in Q1 2020, an estimated $155K.
Advisory Alpha first reported a position in H&E Equipment Services in Q4 2019 and held it in 1 quarter.
Advisory Alpha's H&E Equipment Services position peaked at $155K in Q4 2019.
156 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2020.

Based on Advisory Alpha's 13F filing for Q1 2020, filed 29 Apr 2020.