DA
HEES

Duality Advisers’s H&E Equipment Services HEES Stock Holding History

Duality Advisers’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
2021
Q3 		– Sell
-12,245
Closed -$407K – 609
2021
Q2 		$407K Buy
12,245
+5,493
+81% +$201K 0.04% 452
2021
Q1 		$257K Buy
+6,752
New +$216K 0.02% 496

Other funds holding HEES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Duality Advisers's HEES Position: Q3 2021 in Review

Duality Advisers sold out of H&E Equipment Services (HEES) in Q3 2021, closing a stake of 12,245 shares — an estimated $407K sold.

Duality Advisers first reported a position in HEES in Q1 2021 and held it in 2 quarters. The position peaked at $407K in Q2 2021. 150 funds tracked by Wall St. Rank hold HEES as of Q3 2021.

  • Duality Advisers reported no remaining H&E Equipment Services position as of Q3 2021 after selling out during the quarter.
  • Duality Advisers sold 12,245 H&E Equipment Services shares in Q3 2021, an estimated $407K.
  • Duality Advisers first reported a position in H&E Equipment Services in Q1 2021 and held it in 2 quarters.
  • Duality Advisers's H&E Equipment Services position peaked at $407K in Q2 2021.
  • 150 funds tracked by Wall St. Rank held H&E Equipment Services as of Q3 2021.

Based on Duality Advisers's 13F filing for Q3 2021, filed 8 Nov 2021.