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

Baird Financial 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
2019 Q3	–	Sell	-8,451	Closed	-$246K	–	1523
2019 Q2	$246K	Sell	8,451 -754	-8%	-$21K	﹤0.01%	1396
2019 Q1	$231K	Sell	9,205 -799	-8%	-$21K	﹤0.01%	1211
2018 Q4	$204K	Sell	10,004 -551	-5%	-$13.5K	﹤0.01%	1210
2018 Q3	$387K	Buy	10,555 +2,801	+36%	+$101K	﹤0.01%	1112
2018 Q2	$292K	Buy	+7,754	New	+$289K	﹤0.01%	1145

Other funds holding HEES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Baird Financial Group's HEES Position: Q3 2019 in Review

Baird Financial Group sold out of H&E Equipment Services (HEES) in Q3 2019, closing a stake of 8,451 shares — an estimated $246K sold.

Baird Financial Group first reported a position in HEES in Q2 2018 and held it in 5 quarters. The position peaked at $387K in Q3 2018. 148 funds tracked by Wall St. Rank hold HEES as of Q3 2019.

Baird Financial Group reported no remaining H&E Equipment Services position as of Q3 2019 after selling out during the quarter.
Baird Financial Group sold 8,451 H&E Equipment Services shares in Q3 2019, an estimated $246K.
Baird Financial Group first reported a position in H&E Equipment Services in Q2 2018 and held it in 5 quarters.
Baird Financial Group's H&E Equipment Services position peaked at $387K in Q3 2018.
148 funds tracked by Wall St. Rank held H&E Equipment Services as of Q3 2019.

Based on Baird Financial Group's 13F filing for Q3 2019, filed 14 Nov 2019.