Chartwell Investment Partners’s H&E Equipment Services HEES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q2 | – | Sell |
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|
2024
Q1 | $877K | Buy |
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|
2023
Q4 | $698K | Sell |
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|
2023
Q3 | $654K | Hold |
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|
2023
Q2 | $693K | Buy |
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|
2023
Q1 | $637K | Buy |
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|
2022
Q3 | – | Sell |
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|
2022
Q2 | $1.17M | Buy |
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|
2022
Q1 | $1.71M | Buy |
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|
2021
Q4 | $1.66M | Sell |
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|
2021
Q3 | $1.33M | Hold |
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|
2021
Q2 | $1.27M | Buy |
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|
2021
Q1 | $1.44M | Sell |
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|
2020
Q4 | $1.19M | Sell |
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|
2020
Q3 | $966K | Buy |
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|
2020
Q2 | $592K | Sell |
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|
2020
Q1 | $607K | Sell |
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|
2019
Q4 | $2.11M | Sell |
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|
2019
Q3 | $2.7M | Hold |
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|
2019
Q2 | $2.72M | Buy |
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|
2017
Q2 | – | Sell |
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|
2017
Q1 | $7.02M | Sell |
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|
2016
Q4 | $12.2M | Sell |
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|
2016
Q3 | $60.9M | Sell |
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|
2016
Q2 | $72.3M | Sell |
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|
2016
Q1 | $69.1M | Buy |
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|
2015
Q4 | $60M | Buy |
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|
2015
Q3 | $48.2M | Buy |
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|
2015
Q2 | $41.5M | Buy |
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|
2015
Q1 | $41.6M | Buy |
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|
2014
Q4 | $28.1M | Buy |
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|
2014
Q3 | $14M | Sell |
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|
2014
Q2 | $19.5M | Sell |
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|
2014
Q1 | $30.4M | Sell |
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|
2013
Q4 | $22.4M | Buy |
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|
2013
Q3 | $19.6M | Sell |
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|
2013
Q2 | $16M | Buy |
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