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
Q2 		– Sell
-3,600
Closed -$1K – 4571
2020
Q1 		$1K Sell
3,600
-100
-3% -$2.42K ﹤0.01% 3707
2019
Q4 		$15K Sell
3,700
-15,600
-81% -$506K ﹤0.01% 2397
2019
Q3 		$21K Buy
19,300
+14,700
+320% +$397K ﹤0.01% 2150
2019
Q2 		$8K Buy
+4,600
New +$128K ﹤0.01% 2822
2017
Q4 		– Sell
-1,600
Closed -$7K – 5276
2017
Q3 		$7K Sell
1,600
-800
-33% -$18.6K ﹤0.01% 4097
2017
Q2 		$2K Sell
2,400
-5,100
-68% -$107K ﹤0.01% 5514
2017
Q1 		$8K Sell
7,500
-45,900
-86% -$1.12M ﹤0.01% 4266
2016
Q4 		$54K Buy
53,400
+46,200
+642% +$846K ﹤0.01% 2456
2016
Q3 		$2K Sell
7,200
-8,900
-55% -$153K ﹤0.01% 5695
2016
Q2 		$10K Buy
16,100
+7,800
+94% +$147K ﹤0.01% 4128
2016
Q1 		$9K Hold
8,300
– – ﹤0.01% 4158
2015
Q4 		$4K Buy
+8,300
New +$152K ﹤0.01% 5063

Other funds holding HEES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T 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
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return