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

Cutler 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
2020 Q4	–	Sell	-67	Closed	-$1K	–	5209
2020 Q3	$1K	Sell	67 -360	-84%	-$7.03K	﹤0.01%	4340
2020 Q2	$7K	Sell	427 -2,500	-85%	-$39.8K	﹤0.01%	3092
2020 Q1	$42K	Buy	2,927 +1,000	+52%	+$24.2K	﹤0.01%	1835
2019 Q4	$64K	Sell	1,927 -250	-11%	-$8.11K	0.01%	1454
2019 Q3	$62K	Sell	2,177 -123	-5%	-$3.33K	0.01%	1381
2019 Q2	$66K	Buy	+2,300	New	+$64K	0.01%	1347
2018 Q3	–	Sell	-916	Closed	-$34K	–	4475
2018 Q2	$34K	Buy	916 +107	+13%	+$3.99K	﹤0.01%	1846
2018 Q1	$31K	Buy	809 +609	+305%	+$23.9K	﹤0.01%	1986
2017 Q4	$8K	Sell	200 -5,162	-96%	-$177K	﹤0.01%	3296
2017 Q3	$156K	Buy	+5,362	New	+$125K	0.01%	1334
2017 Q2	–	Sell	-17,944	Closed	-$376K	–	6723
2017 Q1	$439K	Sell	17,944 -5,626	-24%	-$138K	0.02%	706
2016 Q4	$548K	Buy	23,570 +20,587	+690%	+$377K	0.03%	648
2016 Q3	$49K	Buy	2,983 +2,757	+1,220%	+$47.3K	﹤0.01%	2486
2016 Q2	$4K	Buy	+226	New	+$4.25K	﹤0.01%	5136
2016 Q1	–	Sell	-1,966	Closed	-$28.5K	–	6888
2015 Q4	$34K	Buy	+1,966	New	+$36.1K	﹤0.01%	2862

Other funds holding HEES

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

BlackRock New York $5.7T AUM 30.48% 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

Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return