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

Calamos 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 Q3	–	Sell	-63,057	Closed	-$2.1M	–	1005
2021 Q2	$2.1M	Sell	63,057 -15,516	-20%	-$569K	0.01%	715
2021 Q1	$2.99M	Sell	78,573 -52,825	-40%	-$1.69M	0.02%	638
2020 Q4	$3.92M	Buy	+131,398	New	+$3.38M	0.02%	537
2018 Q4	–	Sell	-10,810	Closed	-$408K	–	689
2018 Q3	$408K	Buy	+10,810	New	+$391K	﹤0.01%	617
2014 Q4	–	Sell	-18,425	Closed	-$742K	–	663
2014 Q3	$742K	Hold	18,425	–	–	0.01%	538
2014 Q2	$670K	Buy	18,425 +2,115	+13%	+$77.5K	﹤0.01%	571
2014 Q1	$660K	Sell	16,310 -7,490	-31%	-$248K	﹤0.01%	560
2013 Q4	$705K	Buy	+23,800	New	+$652K	﹤0.01%	553
2013 Q3	–	Sell	-18,000	Closed	-$379K	–	611
2013 Q2	$379K	Buy	+18,000	New	+$376K	﹤0.01%	553

Other funds holding HEES

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

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

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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

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

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

GIP

Granite Investment Partners El Segundo, California $1.95B AUM 49.89% 1-Year Est. Return

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Calamos Advisors's HEES Position: Q3 2021 in Review

Calamos Advisors sold out of H&E Equipment Services (HEES) in Q3 2021, closing a stake of 63,057 shares — an estimated $2.1M sold.

Calamos Advisors first reported a position in HEES in Q2 2013 and held it in 9 quarters. The position peaked at $3.92M in Q4 2020. 150 funds tracked by Wall St. Rank hold HEES as of Q3 2021.

Calamos Advisors reported no remaining H&E Equipment Services position as of Q3 2021 after selling out during the quarter.
Calamos Advisors sold 63,057 H&E Equipment Services shares in Q3 2021, an estimated $2.1M.
Calamos Advisors first reported a position in H&E Equipment Services in Q2 2013 and held it in 9 quarters.
Calamos Advisors's H&E Equipment Services position peaked at $3.92M in Q4 2020.
150 funds tracked by Wall St. Rank held H&E Equipment Services as of Q3 2021.

Based on Calamos Advisors's 13F filing for Q3 2021, filed 26 Oct 2021.