CCC
HEES

Crescent Capital Consulting’s H&E Equipment Services HEES Stock Holding History

Crescent Capital Consulting’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 		$9K Sell
200
-1,000
-83% -$43.6K ﹤0.01% 399
2021
Q3 		$42K Hold
1,200
– – 0.01% 326
2021
Q2 		$40K Hold
1,200
– – 0.01% 293
2021
Q1 		$46K Hold
1,200
– – 0.01% 288
2020
Q4 		$36K Buy
+1,200
New +$30.9K 0.01% 275

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 $115B AUM 24.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Crescent Capital Consulting's HEES Position: Q4 2021 in Review

Crescent Capital Consulting reduced its H&E Equipment Services (HEES) stake by 83% in Q4 2021, selling an estimated $43.6K and leaving 200 shares worth $9K. The position accounts for ﹤0.01% of the portfolio, ranked #399.

Crescent Capital Consulting first reported a position in HEES in Q4 2020 and has held it in 5 quarters since. The position peaked at $46K in Q1 2021. 157 funds tracked by Wall St. Rank hold HEES as of Q4 2021.

  • Crescent Capital Consulting held 200 shares of H&E Equipment Services worth $9K as of Q4 2021.
  • Crescent Capital Consulting sold 1,000 H&E Equipment Services shares in Q4 2021, an estimated $43.6K.
  • H&E Equipment Services made up ﹤0.01% of Crescent Capital Consulting's portfolio in Q4 2021, its #399 holding.
  • Crescent Capital Consulting first reported a position in H&E Equipment Services in Q4 2020 and has held it in 5 quarters since.
  • Crescent Capital Consulting's H&E Equipment Services position peaked at $46K in Q1 2021.
  • 157 funds tracked by Wall St. Rank held H&E Equipment Services as of Q4 2021.

Based on Crescent Capital Consulting's 13F filing for Q4 2021, filed 18 Jan 2022.