AI
HEES

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

Atom 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
Q4 		– Sell
-39,715
Closed -$1.38M – 328
2021
Q3 		$1.38M Sell
39,715
-36,467
-48% -$1.21M 0.11% 97
2021
Q2 		$2.54M Sell
76,182
-68,159
-47% -$2.5M 0.32% 60
2021
Q1 		$5.49M Buy
144,341
+52,822
+58% +$1.69M 0.92% 26
2020
Q4 		$2.73M Buy
+91,519
New +$2.36M 0.28% 98
2019
Q3 		– Sell
-9,306
Closed -$271K – 338
2019
Q2 		$271K Buy
9,306
+909
+11% +$25.3K 0.02% 356
2019
Q1 		$211K Buy
+8,397
New +$221K 0.02% 476

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 $121B AUM 27.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.95B AUM 49.89% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Atom Investors's HEES Position: Q4 2021 in Review

Atom Investors sold out of H&E Equipment Services (HEES) in Q4 2021, closing a stake of 39,715 shares — an estimated $1.38M sold.

Atom Investors first reported a position in HEES in Q1 2019 and held it in 6 quarters. The position peaked at $5.49M in Q1 2021. 157 funds tracked by Wall St. Rank hold HEES as of Q4 2021.

  • Atom Investors reported no remaining H&E Equipment Services position as of Q4 2021 after selling out during the quarter.
  • Atom Investors sold 39,715 H&E Equipment Services shares in Q4 2021, an estimated $1.38M.
  • Atom Investors first reported a position in H&E Equipment Services in Q1 2019 and held it in 6 quarters.
  • Atom Investors's H&E Equipment Services position peaked at $5.49M in Q1 2021.
  • 157 funds tracked by Wall St. Rank held H&E Equipment Services as of Q4 2021.

Based on Atom Investors's 13F filing for Q4 2021, filed 14 Feb 2022.