CG
HEES

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 – 5075
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 – 4336
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 – 6601
2017
Q1 		$439K Sell
17,944
-5,626
-24% -$138K 0.02% 706
2016
Q4 		$548K Buy
23,570
+20,587
+690% +$377K 0.02% 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 – 6757
2015
Q4 		$34K Buy
+1,966
New +$36.1K ﹤0.01% 2862

Other funds holding HEES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
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
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Cutler Group's HEES Position: Q4 2020 in Review

Cutler Group sold out of H&E Equipment Services (HEES) in Q4 2020, closing a stake of 67 shares — an estimated $1K sold.

Cutler Group first reported a position in HEES in Q4 2015 and held it in 15 quarters. The position peaked at $548K in Q4 2016. 144 funds tracked by Wall St. Rank hold HEES as of Q4 2020.

  • Cutler Group reported no remaining H&E Equipment Services position as of Q4 2020 after selling out during the quarter.
  • Cutler Group sold 67 H&E Equipment Services shares in Q4 2020, an estimated $1K.
  • Cutler Group first reported a position in H&E Equipment Services in Q4 2015 and held it in 15 quarters.
  • Cutler Group's H&E Equipment Services position peaked at $548K in Q4 2016.
  • 144 funds tracked by Wall St. Rank held H&E Equipment Services as of Q4 2020.

Based on Cutler Group's 13F filing for Q4 2020, filed 21 Jan 2021.