ICRM
HEES

Insight Capital Research & Management’s H&E Equipment Services HEES Stock Holding History

Insight Capital Research & 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
2014
Q4 		– Sell
-73,539
Closed -$2.96M – 134
2014
Q3 		$2.96M Buy
+73,539
New +$2.86M 0.77% 61

Other funds holding HEES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 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
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.38B AUM 102.34% 1-Year Est. Return
GGHC
Gilder Gagnon Howe & Co New York $8.34B AUM 46.58% 1-Year Est. Return
CIP
Chartwell Investment Partners Berywn, Pennsylvania $2.91B AUM 40.48% 1-Year Est. Return
BIT
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return
BFA
BlackRock Fund Advisors San Francisco, California $542B AUM 18.13% 1-Year Est. Return

Insight Capital Research & Management's HEES Position: Q4 2014 in Review

Insight Capital Research & Management sold out of H&E Equipment Services (HEES) in Q4 2014, closing a stake of 73,539 shares — an estimated $2.96M sold.

Insight Capital Research & Management first reported a position in HEES in Q3 2014 and held it in 1 quarter. The position peaked at $2.96M in Q3 2014. 164 funds tracked by Wall St. Rank hold HEES as of Q4 2014.

  • Insight Capital Research & Management reported no remaining H&E Equipment Services position as of Q4 2014 after selling out during the quarter.
  • Insight Capital Research & Management sold 73,539 H&E Equipment Services shares in Q4 2014, an estimated $2.96M.
  • Insight Capital Research & Management first reported a position in H&E Equipment Services in Q3 2014 and held it in 1 quarter.
  • Insight Capital Research & Management's H&E Equipment Services position peaked at $2.96M in Q3 2014.
  • 164 funds tracked by Wall St. Rank held H&E Equipment Services as of Q4 2014.

Based on Insight Capital Research & Management's 13F filing for Q4 2014, filed 10 Feb 2015.