AG
HEES

Aperio Group’s H&E Equipment Services HEES Stock Holding History

Aperio Group’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
Q4 		$696K Buy
23,359
+1,452
+7% +$37.4K ﹤0.01% 1797
2020
Q3 		$430K Buy
21,907
+189
+0.9% +$3.69K ﹤0.01% 1897
2020
Q2 		$401K Sell
21,718
-1,963
-8% -$31.2K ﹤0.01% 1884
2020
Q1 		$348K Buy
23,681
+5,327
+29% +$129K ﹤0.01% 1829
2019
Q4 		$614K Sell
18,354
-473
-3% -$15.3K ﹤0.01% 1693
2019
Q3 		$543K Sell
18,827
-132
-0.7% -$3.57K ﹤0.01% 1716
2019
Q2 		$551K Buy
18,959
+1,006
+6% +$28K ﹤0.01% 1732
2019
Q1 		$451K Buy
17,953
+1,887
+12% +$49.6K ﹤0.01% 1802
2018
Q4 		$328K Buy
16,066
+4,709
+41% +$115K ﹤0.01% 1902
2018
Q3 		$429K Buy
11,357
+729
+7% +$26.4K ﹤0.01% 1847
2018
Q2 		$400K Buy
10,628
+440
+4% +$16.4K ﹤0.01% 1856
2018
Q1 		$392K Sell
10,188
-121
-1% -$4.76K ﹤0.01% 1813
2017
Q4 		$419K Sell
10,309
-3,845
-27% -$132K ﹤0.01% 1785
2017
Q3 		$413K Sell
14,154
-146
-1% -$3.39K ﹤0.01% 1753
2017
Q2 		$292K Buy
14,300
+1,652
+13% +$34.6K ﹤0.01% 1914
2017
Q1 		$310K Sell
12,648
-448
-3% -$11K ﹤0.01% 1808
2016
Q4 		$304K Buy
13,096
+1,662
+15% +$30.4K ﹤0.01% 1784
2016
Q3 		$192K Buy
+11,434
New +$196K ﹤0.01% 1951
2016
Q2 		– Sell
-10,225
Closed -$179K – 2018
2016
Q1 		$179K Sell
10,225
-469
-4% -$6.8K ﹤0.01% 1891
2015
Q4 		$187K Buy
+10,694
New +$196K ﹤0.01% 1838
2015
Q2 		– Sell
-8,562
Closed -$214K – 2015
2015
Q1 		$214K Sell
8,562
-215
-2% -$4.84K ﹤0.01% 1792
2014
Q4 		$247K Sell
8,777
-2,752
-24% -$93.4K ﹤0.01% 1626
2014
Q3 		$464K Sell
11,529
-190
-2% -$7.4K 0.01% 1182
2014
Q2 		$426K Sell
11,719
-223
-2% -$8.17K 0.01% 1214
2014
Q1 		$483K Buy
+11,942
New +$396K 0.01% 1347
2013
Q4 		– Sell
-14,386
Closed -$394K – 1438
2013
Q3 		$382K Buy
14,386
+3,544
+33% +$84.3K 0.01% 1284
2013
Q2 		$228K Buy
+10,842
New +$227K 0.01% 1426

Other funds holding HEES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Aperio Group's HEES Position: Q4 2020 in Review

Aperio Group increased its H&E Equipment Services (HEES) stake by 6.6% in Q4 2020, buying an estimated $37.4K and bringing the position to 23,359 shares worth $696K. The position accounts for ﹤0.01% of the portfolio, ranked #1797.

Aperio Group first reported a position in HEES in Q2 2013 and has held it in 27 quarters since. 144 funds tracked by Wall St. Rank hold HEES as of Q4 2020.

  • Aperio Group held 23,359 shares of H&E Equipment Services worth $696K as of Q4 2020.
  • Aperio Group bought 1,452 H&E Equipment Services shares in Q4 2020, an estimated $37.4K.
  • H&E Equipment Services made up ﹤0.01% of Aperio Group's portfolio in Q4 2020, its #1797 holding.
  • Aperio Group first reported a position in H&E Equipment Services in Q2 2013 and has held it in 27 quarters since.
  • 144 funds tracked by Wall St. Rank held H&E Equipment Services as of Q4 2020.

Based on Aperio Group's 13F filing for Q4 2020, filed 5 Feb 2021.