KFGK
HEES

Keystone Financial Group (Kentucky)’s H&E Equipment Services HEES Stock Holding History

Keystone Financial Group (Kentucky)’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
2021
Q2 		– Sell
-5,459
Closed -$207K – 295
2021
Q1 		$207K Buy
+5,459
New +$175K 0.04% 269

Other funds holding HEES

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ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Keystone Financial Group (Kentucky)'s HEES Position: Q2 2021 in Review

Keystone Financial Group (Kentucky) sold out of H&E Equipment Services (HEES) in Q2 2021, closing a stake of 5,459 shares — an estimated $207K sold.

Keystone Financial Group (Kentucky) first reported a position in HEES in Q1 2021 and held it in 1 quarter. The position peaked at $207K in Q1 2021. 151 funds tracked by Wall St. Rank hold HEES as of Q2 2021.

  • Keystone Financial Group (Kentucky) reported no remaining H&E Equipment Services position as of Q2 2021 after selling out during the quarter.
  • Keystone Financial Group (Kentucky) sold 5,459 H&E Equipment Services shares in Q2 2021, an estimated $207K.
  • Keystone Financial Group (Kentucky) first reported a position in H&E Equipment Services in Q1 2021 and held it in 1 quarter.
  • Keystone Financial Group (Kentucky)'s H&E Equipment Services position peaked at $207K in Q1 2021.
  • 151 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2021.

Based on Keystone Financial Group (Kentucky)'s 13F filing for Q2 2021, filed 13 Aug 2021.