FGAM
HEES

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
2020
Q1 		– Sell
-600
Closed -$20K – 1217
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
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
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
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return

Financial Gravity Asset Management's HEES Position: Q1 2020 in Review

Financial Gravity Asset Management sold out of H&E Equipment Services (HEES) in Q1 2020, closing a stake of 600 shares — an estimated $20K sold.

Financial Gravity Asset Management first reported a position in HEES in Q2 2019 and held it in 3 quarters. The position peaked at $20K in Q4 2019. 156 funds tracked by Wall St. Rank hold HEES as of Q1 2020.

  • Financial Gravity Asset Management reported no remaining H&E Equipment Services position as of Q1 2020 after selling out during the quarter.
  • Financial Gravity Asset Management sold 600 H&E Equipment Services shares in Q1 2020, an estimated $20K.
  • Financial Gravity Asset Management first reported a position in H&E Equipment Services in Q2 2019 and held it in 3 quarters.
  • Financial Gravity Asset Management's H&E Equipment Services position peaked at $20K in Q4 2019.
  • 156 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2020.

Based on Financial Gravity Asset Management's 13F filing for Q1 2020, filed 12 May 2020.