HIS
HEES

Harvest Investment Services’s H&E Equipment Services HEES Stock Holding History

Harvest Investment Services’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
-11,522
Closed -$383K – 298
2021
Q2 		$383K Buy
+11,522
New +$422K 0.16% 174

Other funds holding HEES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 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
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Harvest Investment Services's HEES Position: Q3 2021 in Review

Harvest Investment Services sold out of H&E Equipment Services (HEES) in Q3 2021, closing a stake of 11,522 shares — an estimated $383K sold.

Harvest Investment Services first reported a position in HEES in Q2 2021 and held it in 1 quarter. The position peaked at $383K in Q2 2021. 150 funds tracked by Wall St. Rank hold HEES as of Q3 2021.

  • Harvest Investment Services reported no remaining H&E Equipment Services position as of Q3 2021 after selling out during the quarter.
  • Harvest Investment Services sold 11,522 H&E Equipment Services shares in Q3 2021, an estimated $383K.
  • Harvest Investment Services first reported a position in H&E Equipment Services in Q2 2021 and held it in 1 quarter.
  • Harvest Investment Services's H&E Equipment Services position peaked at $383K in Q2 2021.
  • 150 funds tracked by Wall St. Rank held H&E Equipment Services as of Q3 2021.

Based on Harvest Investment Services's 13F filing for Q3 2021, filed 29 Oct 2021.