ACI
HEES

AMP Capital Investors’s H&E Equipment Services HEES Stock Holding History

AMP Capital Investors’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
2021
Q1 		– Sell
-13,200
Closed -$393K – 1263
2020
Q4 		$393K Hold
13,200
– – ﹤0.01% 1058
2020
Q3 		$255K Buy
+13,200
New +$258K ﹤0.01% 1091
2014
Q2 		– Sell
-9,194
Closed -$355K – 1214
2014
Q1 		$355K Buy
9,194
+112
+1% +$3.72K ﹤0.01% 1027
2013
Q4 		$263K Buy
+9,082
New +$249K ﹤0.01% 1114

Other funds holding HEES

BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

AMP Capital Investors's HEES Position: Q1 2021 in Review

AMP Capital Investors sold out of H&E Equipment Services (HEES) in Q1 2021, closing a stake of 13,200 shares — an estimated $393K sold.

AMP Capital Investors first reported a position in HEES in Q4 2013 and held it in 4 quarters. The position peaked at $393K in Q4 2020. 148 funds tracked by Wall St. Rank hold HEES as of Q1 2021.

  • AMP Capital Investors reported no remaining H&E Equipment Services position as of Q1 2021 after selling out during the quarter.
  • AMP Capital Investors sold 13,200 H&E Equipment Services shares in Q1 2021, an estimated $393K.
  • AMP Capital Investors first reported a position in H&E Equipment Services in Q4 2013 and held it in 4 quarters.
  • AMP Capital Investors's H&E Equipment Services position peaked at $393K in Q4 2020.
  • 148 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2021.

Based on AMP Capital Investors's 13F filing for Q1 2021, filed 17 May 2021.