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	3.79%	11
2017 Q2	$2.04M	Buy	100,000 +52,500	+111%	+$1.1M	2.34%	16
2017 Q1	$1.17M	Sell	47,500 -17,500	-27%	-$429K	1.41%	25
2016 Q4	$1.51M	Buy	+65,000	New	+$1.19M	1.59%	22

Other funds holding HEES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Harvey Partners's HEES Position: Q2 2018 in Review

Harvey Partners sold out of H&E Equipment Services (HEES) in Q2 2018, closing a stake of 15,000 shares — an estimated $577K sold.

Harvey Partners first reported a position in HEES in Q4 2016 and held it in 6 quarters. The position peaked at $3.3M in Q3 2017. 162 funds tracked by Wall St. Rank hold HEES as of Q2 2018.

Harvey Partners reported no remaining H&E Equipment Services position as of Q2 2018 after selling out during the quarter.
Harvey Partners sold 15,000 H&E Equipment Services shares in Q2 2018, an estimated $577K.
Harvey Partners first reported a position in H&E Equipment Services in Q4 2016 and held it in 6 quarters.
Harvey Partners's H&E Equipment Services position peaked at $3.3M in Q3 2017.
162 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2018.

Based on Harvey Partners's 13F filing for Q2 2018, filed 14 Aug 2018.