Ergoteles’s H&E Equipment Services HEES Stock Holding History

Ergoteles’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 Q2	–	Sell	-7,900	Closed	-$300K	–	1568
2021 Q1	$300K	Buy	+7,900	New	+$253K	0.01%	564

Other funds holding HEES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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

BlackRock New York $6.73T AUM 46.02% 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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

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

Ergoteles's HEES Position: Q2 2021 in Review

Ergoteles sold out of H&E Equipment Services (HEES) in Q2 2021, closing a stake of 7,900 shares — an estimated $300K sold.

Ergoteles first reported a position in HEES in Q1 2021 and held it in 1 quarter. The position peaked at $300K in Q1 2021. 151 funds tracked by Wall St. Rank hold HEES as of Q2 2021.

Ergoteles reported no remaining H&E Equipment Services position as of Q2 2021 after selling out during the quarter.
Ergoteles sold 7,900 H&E Equipment Services shares in Q2 2021, an estimated $300K.
Ergoteles first reported a position in H&E Equipment Services in Q1 2021 and held it in 1 quarter.
Ergoteles's H&E Equipment Services position peaked at $300K in Q1 2021.
151 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2021.

Based on Ergoteles's 13F filing for Q2 2021, filed 12 Aug 2021.