BSSFA
HEES

Baron Silver Stevens Financial Advisors’s H&E Equipment Services HEES Stock Holding History

Baron Silver Stevens Financial 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
Q1 		– Sell
-150
Closed -$4K – 220
2020
Q4 		$4K Buy
+150
New +$3.86K ﹤0.01% 329

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

Baron Silver Stevens Financial Advisors's HEES Position: Q1 2021 in Review

Baron Silver Stevens Financial Advisors sold out of H&E Equipment Services (HEES) in Q1 2021, closing a stake of 150 shares — an estimated $4K sold.

Baron Silver Stevens Financial Advisors first reported a position in HEES in Q4 2020 and held it in 1 quarter. The position peaked at $4K in Q4 2020. 148 funds tracked by Wall St. Rank hold HEES as of Q1 2021.

  • Baron Silver Stevens Financial Advisors reported no remaining H&E Equipment Services position as of Q1 2021 after selling out during the quarter.
  • Baron Silver Stevens Financial Advisors sold 150 H&E Equipment Services shares in Q1 2021, an estimated $4K.
  • Baron Silver Stevens Financial Advisors first reported a position in H&E Equipment Services in Q4 2020 and held it in 1 quarter.
  • Baron Silver Stevens Financial Advisors's H&E Equipment Services position peaked at $4K in Q4 2020.
  • 148 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2021.

Based on Baron Silver Stevens Financial Advisors's 13F filing for Q1 2021, filed 27 Apr 2021.