Financial Gravity Asset Management’s H&E Equipment Services HEES Stock Holding History

Financial Gravity Asset Management’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
2019 Q4	$20K	Buy	600 +580	+2,900%	+$18.8K	0.01%	1011
2019 Q3	$1K	Sell	20 -8	-29%	-$216	﹤0.01%	1038
2019 Q2	$1K	Buy	+28	New	+$779	﹤0.01%	1056

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

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

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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Financial Gravity Asset Management's HEES Position: Q4 2019 in Review

Financial Gravity Asset Management increased its H&E Equipment Services (HEES) stake by 2,900% in Q4 2019, buying an estimated $18.8K and bringing the position to 600 shares worth $20K. The position accounts for 0.01% of the portfolio, ranked #1011.

Financial Gravity Asset Management first reported a position in HEES in Q2 2019 and has held it in 3 quarters since. 173 funds tracked by Wall St. Rank hold HEES as of Q4 2019.

Financial Gravity Asset Management held 600 shares of H&E Equipment Services worth $20K as of Q4 2019.
Financial Gravity Asset Management bought 580 H&E Equipment Services shares in Q4 2019, an estimated $18.8K.
H&E Equipment Services made up 0.01% of Financial Gravity Asset Management's portfolio in Q4 2019, its #1011 holding.
Financial Gravity Asset Management first reported a position in H&E Equipment Services in Q2 2019 and has held it in 3 quarters since.
173 funds tracked by Wall St. Rank held H&E Equipment Services as of Q4 2019.

Based on Financial Gravity Asset Management's 13F filing for Q4 2019, filed 28 Feb 2020.