DI
HEES

Disciplined Investments’s H&E Equipment Services HEES Stock Holding History

Disciplined Investments’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
-300
Closed -$4K – 421
2020
Q1 		$4K Buy
+300
New +$7.26K ﹤0.01% 331

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
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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Disciplined Investments's HEES Position: Q2 2020 in Review

Disciplined Investments sold out of H&E Equipment Services (HEES) in Q2 2020, closing a stake of 300 shares — an estimated $4K sold.

Disciplined Investments first reported a position in HEES in Q1 2020 and held it in 1 quarter. The position peaked at $4K in Q1 2020. 148 funds tracked by Wall St. Rank hold HEES as of Q2 2020.

  • Disciplined Investments reported no remaining H&E Equipment Services position as of Q2 2020 after selling out during the quarter.
  • Disciplined Investments sold 300 H&E Equipment Services shares in Q2 2020, an estimated $4K.
  • Disciplined Investments first reported a position in H&E Equipment Services in Q1 2020 and held it in 1 quarter.
  • Disciplined Investments's H&E Equipment Services position peaked at $4K in Q1 2020.
  • 148 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2020.

Based on Disciplined Investments's 13F filing for Q2 2020, filed 13 Aug 2020.