Jacobs Levy Equity Management
HEES

Jacobs Levy Equity Management’s H&E Equipment Services HEES Stock Holding History

Jacobs Levy Equity 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
2019
Q2 		– Sell
-28,061
Closed -$705K – 973
2019
Q1 		$705K Sell
28,061
-14,429
-34% -$379K 0.01% 731
2018
Q4 		$868K Sell
42,490
-33,527
-44% -$821K 0.02% 627
2018
Q3 		$2.87M Buy
76,017
+52,857
+228% +$1.91M 0.04% 443
2018
Q2 		$871K Buy
23,160
+8,230
+55% +$307K 0.01% 696
2018
Q1 		$575K Buy
+14,930
New +$587K 0.01% 755

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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
JP Morgan Chase
JP Morgan Chase New York $1.47T AUM 27.86% 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
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM