AP
HEES

AHL Partners’s H&E Equipment Services HEES Stock Holding History

AHL Partners’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
2017
Q4 		$792K Sell
19,492
-3,060
-14% -$105K 0.01% 947
2017
Q3 		$659K Buy
+22,552
New +$524K 0.01% 966
2017
Q2 		– Sell
-15,049
Closed -$369K – 1157
2017
Q1 		$369K Sell
15,049
-4,953
-25% -$121K 0.01% 1045
2016
Q4 		$465K Buy
+20,002
New +$366K 0.01% 864

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
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

AHL Partners's HEES Position: Q4 2017 in Review

AHL Partners reduced its H&E Equipment Services (HEES) stake by 14% in Q4 2017, selling an estimated $105K and leaving 19,492 shares worth $792K. The position accounts for 0.01% of the portfolio, ranked #947.

AHL Partners first reported a position in HEES in Q4 2016 and has held it in 4 quarters since. 165 funds tracked by Wall St. Rank hold HEES as of Q4 2017.

  • AHL Partners held 19,492 shares of H&E Equipment Services worth $792K as of Q4 2017.
  • AHL Partners sold 3,060 H&E Equipment Services shares in Q4 2017, an estimated $105K.
  • H&E Equipment Services made up 0.01% of AHL Partners's portfolio in Q4 2017, its #947 holding.
  • AHL Partners first reported a position in H&E Equipment Services in Q4 2016 and has held it in 4 quarters since.
  • 165 funds tracked by Wall St. Rank held H&E Equipment Services as of Q4 2017.

Based on AHL Partners's 13F filing for Q4 2017, filed 14 Feb 2018.