Gilman Hill Asset Management’s H&E Equipment Services HEES Stock Holding History

Gilman Hill 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
2021 Q3	–	Sell	-19,779	Closed	-$658K	–	203
2021 Q2	$658K	Sell	19,779 -178,554	-90%	-$6.54M	0.17%	112
2021 Q1	$7.54M	Buy	198,333 +8,620	+5%	+$276K	2.09%	9
2020 Q4	$5.66M	Sell	189,713 -2,398	-1%	-$61.8K	1.85%	14
2020 Q3	$3.78M	Buy	192,111 +44,273	+30%	+$865K	1.46%	23
2020 Q2	$2.73M	Sell	147,838 -2,293	-2%	-$36.5K	1.09%	31
2020 Q1	$2.2M	Buy	150,131 +1,444	+1%	+$34.9K	1.07%	31
2019 Q4	$4.97M	Sell	148,687 -6,513	-4%	-$211K	1.62%	19
2019 Q3	$4.48M	Sell	155,200 -3,685	-2%	-$99.6K	1.49%	22
2019 Q2	$4.62M	Sell	158,885 -4,308	-3%	-$120K	1.56%	22
2019 Q1	$4.1M	Buy	163,193 +6,320	+4%	+$166K	1.44%	27
2018 Q4	$3.2M	Buy	+156,873	New	+$3.84M	1.35%	27

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

Gilman Hill Asset Management's HEES Position: Q3 2021 in Review

Gilman Hill Asset Management sold out of H&E Equipment Services (HEES) in Q3 2021, closing a stake of 19,779 shares — an estimated $658K sold.

Gilman Hill Asset Management first reported a position in HEES in Q4 2018 and held it in 11 quarters. The position peaked at $7.54M in Q1 2021. 150 funds tracked by Wall St. Rank hold HEES as of Q3 2021.

Gilman Hill Asset Management reported no remaining H&E Equipment Services position as of Q3 2021 after selling out during the quarter.
Gilman Hill Asset Management sold 19,779 H&E Equipment Services shares in Q3 2021, an estimated $658K.
Gilman Hill Asset Management first reported a position in H&E Equipment Services in Q4 2018 and held it in 11 quarters.
Gilman Hill Asset Management's H&E Equipment Services position peaked at $7.54M in Q1 2021.
150 funds tracked by Wall St. Rank held H&E Equipment Services as of Q3 2021.

Based on Gilman Hill Asset Management's 13F filing for Q3 2021, filed 13 Oct 2021.