Marshall Wace North America’s H&E Equipment Services HEES Stock Holding History

Marshall Wace North America’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 Q4	–	Sell	-75,752	Closed	-$1.49M	–	1414
2020 Q3	$1.49M	Sell	75,752 -51,685	-41%	-$1.01M	0.01%	681
2020 Q2	$2.35M	Sell	127,437 -65,697	-34%	-$1.05M	0.02%	542
2020 Q1	$2.83M	Buy	193,134 +85,425	+79%	+$2.07M	0.02%	421
2019 Q4	$3.6M	Buy	107,709 +70,514	+190%	+$2.29M	0.02%	453
2019 Q3	$1.07M	Sell	37,195 -29,687	-44%	-$803K	0.01%	678
2019 Q2	$1.95M	Sell	66,882 -125,802	-65%	-$3.5M	0.01%	573
2019 Q1	$4.84M	Buy	192,684 +118,777	+161%	+$3.12M	0.03%	329
2018 Q4	$1.51M	Buy	+73,907	New	+$1.81M	0.01%	511
2017 Q4	–	Sell	-117,520	Closed	-$3.41M	–	1455
2017 Q3	$3.41M	Buy	+117,520	New	+$2.73M	0.02%	658

Other funds holding HEES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

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 New York $871B AUM 31.28% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Marshall Wace North America's HEES Position: Q4 2020 in Review

Marshall Wace North America sold out of H&E Equipment Services (HEES) in Q4 2020, closing a stake of 75,752 shares — an estimated $1.49M sold.

Marshall Wace North America first reported a position in HEES in Q3 2017 and held it in 9 quarters. The position peaked at $4.84M in Q1 2019. 144 funds tracked by Wall St. Rank hold HEES as of Q4 2020.

Marshall Wace North America reported no remaining H&E Equipment Services position as of Q4 2020 after selling out during the quarter.
Marshall Wace North America sold 75,752 H&E Equipment Services shares in Q4 2020, an estimated $1.49M.
Marshall Wace North America first reported a position in H&E Equipment Services in Q3 2017 and held it in 9 quarters.
Marshall Wace North America's H&E Equipment Services position peaked at $4.84M in Q1 2019.
144 funds tracked by Wall St. Rank held H&E Equipment Services as of Q4 2020.

Based on Marshall Wace North America's 13F filing for Q4 2020, filed 16 Feb 2021.