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	–	4572
2020 Q1	$5K	Buy	+3,900	New	+$94.4K	﹤0.01%	3080
2019 Q4	–	Sell	-4,000	Closed	-$4K	–	4222
2019 Q3	$4K	Buy	+4,000	New	+$108K	﹤0.01%	3161
2018 Q3	–	Sell	-3,300	Closed	-$9K	–	4337
2018 Q2	$9K	Buy	+3,300	New	+$123K	﹤0.01%	2725
2017 Q1	–	Sell	-17,000	Closed	-$10K	–	6687
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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 New York $1.15T AUM 47.82% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

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.