Lombard Odier Asset Management (USA)’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 | |
|---|---|---|---|---|---|---|---|---|
|
2024
Q4 | – | Sell |
-17,019
| Closed | -$828K | – | 267 |
|
|
2024
Q3 | $828K | Sell |
17,019
-7,214
| -30% | -$351K | 0.06% | 97 |
|
|
2024
Q2 | $1.07M | Buy |
+24,233
| New | +$1.07M | 0.08% | 49 |
|
|
2020
Q4 | – | Sell |
-99,000
| Closed | -$1.95M | – | 169 |
|
|
2020
Q3 | $1.95M | Sell |
99,000
-41,697
| -30% | -$820K | 0.13% | 67 |
|
|
2020
Q2 | $2.6M | Sell |
140,697
-86,903
| -38% | -$1.61M | 0.18% | 74 |
|
|
2020
Q1 | $3.34M | Buy |
227,600
+204,700
| +894% | +$3M | 0.35% | 61 |
|
|
2019
Q4 | $766K | Sell |
22,900
-4,000
| -15% | -$134K | 0.07% | 132 |
|
|
2019
Q3 | $776K | Buy |
26,900
+8,600
| +47% | +$248K | 0.07% | 138 |
|
|
2019
Q2 | $532K | Buy |
+18,300
| New | +$532K | 0.04% | 130 |
|