AIA
HEES

Angeles Investment Advisors’s H&E Equipment Services HEES Stock Holding History

Angeles Investment Advisors’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
Q4 		– Sell
-15,000
Closed -$521K – 239
2021
Q3 		$521K Hold
15,000
– – 0.03% 103
2021
Q2 		$499K Hold
15,000
– – 0.03% 91
2021
Q1 		$570K Hold
15,000
– – 0.04% 76
2020
Q4 		$447K Hold
15,000
– – 0.05% 82
2020
Q3 		$295K Hold
15,000
– – 0.04% 86
2020
Q2 		$277K Buy
+15,000
New +$239K 0.04% 84

Other funds holding HEES

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
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Angeles Investment Advisors's HEES Position: Q4 2021 in Review

Angeles Investment Advisors sold out of H&E Equipment Services (HEES) in Q4 2021, closing a stake of 15,000 shares — an estimated $521K sold.

Angeles Investment Advisors first reported a position in HEES in Q2 2020 and held it in 6 quarters. The position peaked at $570K in Q1 2021. 157 funds tracked by Wall St. Rank hold HEES as of Q4 2021.

  • Angeles Investment Advisors reported no remaining H&E Equipment Services position as of Q4 2021 after selling out during the quarter.
  • Angeles Investment Advisors sold 15,000 H&E Equipment Services shares in Q4 2021, an estimated $521K.
  • Angeles Investment Advisors first reported a position in H&E Equipment Services in Q2 2020 and held it in 6 quarters.
  • Angeles Investment Advisors's H&E Equipment Services position peaked at $570K in Q1 2021.
  • 157 funds tracked by Wall St. Rank held H&E Equipment Services as of Q4 2021.

Based on Angeles Investment Advisors's 13F filing for Q4 2021, filed 14 Feb 2022.