Harbour Investments
HEES icon

Harbour Investments’s H&E Equipment Services HEES Stock Holding History

Harbour Investments’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
Q4 		– Sell
-300
Closed -$10K – 3078
2021
Q3 		$10K Hold
300
– – ﹤0.01% 2661
2021
Q2 		$10K Hold
300
– – ﹤0.01% 2724
2021
Q1 		$11K Buy
+300
New +$9.6K ﹤0.01% 2554

Other funds holding HEES

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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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.95B AUM 49.89% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Harbour Investments's HEES Position: Q4 2021 in Review

Harbour Investments sold out of H&E Equipment Services (HEES) in Q4 2021, closing a stake of 300 shares — an estimated $10K sold.

Harbour Investments first reported a position in HEES in Q1 2021 and held it in 3 quarters. The position peaked at $11K in Q1 2021. 157 funds tracked by Wall St. Rank hold HEES as of Q4 2021.

  • Harbour Investments reported no remaining H&E Equipment Services position as of Q4 2021 after selling out during the quarter.
  • Harbour Investments sold 300 H&E Equipment Services shares in Q4 2021, an estimated $10K.
  • Harbour Investments first reported a position in H&E Equipment Services in Q1 2021 and held it in 3 quarters.
  • Harbour Investments's H&E Equipment Services position peaked at $11K in Q1 2021.
  • 157 funds tracked by Wall St. Rank held H&E Equipment Services as of Q4 2021.

Based on Harbour Investments's 13F filing for Q4 2021, filed 16 Feb 2022.