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

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

JP Morgan Chase New York $1.81T AUM 41.13% 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

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Jacobs Levy Equity Management's HEES Position: Q2 2019 in Review

Jacobs Levy Equity Management sold out of H&E Equipment Services (HEES) in Q2 2019, closing a stake of 28,061 shares — an estimated $705K sold.

Jacobs Levy Equity Management first reported a position in HEES in Q1 2018 and held it in 5 quarters. The position peaked at $2.87M in Q3 2018. 150 funds tracked by Wall St. Rank hold HEES as of Q2 2019.

Jacobs Levy Equity Management reported no remaining H&E Equipment Services position as of Q2 2019 after selling out during the quarter.
Jacobs Levy Equity Management sold 28,061 H&E Equipment Services shares in Q2 2019, an estimated $705K.
Jacobs Levy Equity Management first reported a position in H&E Equipment Services in Q1 2018 and held it in 5 quarters.
Jacobs Levy Equity Management's H&E Equipment Services position peaked at $2.87M in Q3 2018.
150 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2019.

Based on Jacobs Levy Equity Management's 13F filing for Q2 2019, filed 13 Aug 2019.