Jacobs Levy Equity Management’s H&E Equipment Services HEES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2019
Q2 | – | Sell |
-28,061
| Closed | -$705K | – | 973 |
|
|
2019
Q1 | $705K | Sell |
28,061
-14,429
| -34% | -$363K | 0.01% | 731 |
|
|
2018
Q4 | $868K | Sell |
42,490
-33,527
| -44% | -$685K | 0.02% | 627 |
|
|
2018
Q3 | $2.87M | Buy |
76,017
+52,857
| +228% | +$2M | 0.04% | 443 |
|
|
2018
Q2 | $871K | Buy |
23,160
+8,230
| +55% | +$310K | 0.01% | 696 |
|
|
2018
Q1 | $575K | Buy |
+14,930
| New | +$575K | 0.01% | 755 |
|