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
-3,900
Closed -$5K – 4752
2020
Q1 		$5K Buy
+3,900
New +$94.4K ﹤0.01% 3080
2019
Q4 		– Sell
-4,000
Closed -$4K – 4395
2019
Q3 		$4K Buy
+4,000
New +$108K ﹤0.01% 3161
2018
Q3 		– Sell
-3,300
Closed -$9K – 4476
2018
Q2 		$9K Buy
+3,300
New +$123K ﹤0.01% 2725
2017
Q1 		– Sell
-17,000
Closed -$10K – 6814
2016
Q4 		$10K Buy
17,000
+7,000
+70% +$128K ﹤0.01% 4192
2016
Q3 		$6K Buy
10,000
+800
+9% +$13.7K ﹤0.01% 4760
2016
Q2 		$5K Buy
9,200
+5,100
+124% +$95.9K ﹤0.01% 4917
2016
Q1 		$12K Sell
4,100
-6,600
-62% -$95.7K ﹤0.01% 3842
2015
Q4 		$10K Buy
+10,700
New +$196K ﹤0.01% 4130

Other funds holding HEES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B 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