Mackay Shields LLC’s H&E Equipment Services HEES Stock Holding History

Mackay Shields LLC’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
2020 Q2	–	Sell	-57,700	Closed	-$847K	–	1508
2020 Q1	$847K	Sell	57,700 -15,200	-21%	-$368K	0.01%	1004
2019 Q4	$2.44M	Sell	72,900 -7,700	-10%	-$250K	0.02%	792
2019 Q3	$2.33M	Buy	+80,600	New	+$2.18M	0.01%	845
2018 Q4	–	Sell	-21,600	Closed	-$816K	–	1381
2018 Q3	$816K	Sell	21,600 -49,900	-70%	-$1.81M	0.01%	924
2018 Q2	$2.69M	Sell	71,500 -17,300	-19%	-$645K	0.02%	678
2018 Q1	$3.42M	Buy	+88,800	New	+$3.49M	0.02%	626

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

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

GIP

Granite Investment Partners El Segundo, California $1.95B AUM 49.89% 1-Year Est. Return

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Mackay Shields LLC's HEES Position: Q2 2020 in Review

Mackay Shields LLC sold out of H&E Equipment Services (HEES) in Q2 2020, closing a stake of 57,700 shares — an estimated $847K sold.

Mackay Shields LLC first reported a position in HEES in Q1 2018 and held it in 6 quarters. The position peaked at $3.42M in Q1 2018. 148 funds tracked by Wall St. Rank hold HEES as of Q2 2020.

Mackay Shields LLC reported no remaining H&E Equipment Services position as of Q2 2020 after selling out during the quarter.
Mackay Shields LLC sold 57,700 H&E Equipment Services shares in Q2 2020, an estimated $847K.
Mackay Shields LLC first reported a position in H&E Equipment Services in Q1 2018 and held it in 6 quarters.
Mackay Shields LLC's H&E Equipment Services position peaked at $3.42M in Q1 2018.
148 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2020.

Based on Mackay Shields LLC's 13F filing for Q2 2020, filed 31 Jul 2020.