HP
HEES

Harvey Partners’s H&E Equipment Services HEES Stock Holding History

Harvey Partners’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
2018
Q2 		– Sell
-15,000
Closed -$577K – 29
2018
Q1 		$577K Sell
15,000
-15,000
-50% -$590K 0.85% 25
2017
Q4 		$1.22M Sell
30,000
-83,000
-73% -$2.84M 1.55% 22
2017
Q3 		$3.3M Buy
113,000
+13,000
+13% +$302K 4.57% 11
2017
Q2 		$2.04M Buy
100,000
+52,500
+111% +$1.1M 3.01% 16
2017
Q1 		$1.17M Sell
47,500
-17,500
-27% -$429K 1.55% 25
2016
Q4 		$1.51M Buy
+65,000
New +$1.19M 2.01% 22

Other funds holding HEES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 1-Year Est. Return