MCM
HEES

McKinley Capital Management’s H&E Equipment Services HEES Stock Holding History

McKinley Capital 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
-2,233
Closed -$56K – 241
2019
Q1 		$56K Hold
2,233
– – ﹤0.01% 220
2018
Q4 		$46K Sell
2,233
-641
-22% -$15.7K ﹤0.01% 236
2018
Q3 		$109K Sell
2,874
-230
-7% -$8.33K 0.01% 251
2018
Q2 		$117K Sell
3,104
-240
-7% -$8.95K 0.01% 253
2018
Q1 		$128K Sell
3,344
-93,081
-97% -$3.66M 0.01% 241
2017
Q4 		$3.92M Buy
96,425
+67
+0.1% +$2.29K 0.2% 94
2017
Q3 		$2.81M Buy
+96,358
New +$2.24M 0.12% 137

Other funds holding HEES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

McKinley Capital Management's HEES Position: Q2 2019 in Review

McKinley Capital Management sold out of H&E Equipment Services (HEES) in Q2 2019, closing a stake of 2,233 shares — an estimated $56K sold.

McKinley Capital Management first reported a position in HEES in Q3 2017 and held it in 7 quarters. The position peaked at $3.92M in Q4 2017. 150 funds tracked by Wall St. Rank hold HEES as of Q2 2019.

  • McKinley Capital Management reported no remaining H&E Equipment Services position as of Q2 2019 after selling out during the quarter.
  • McKinley Capital Management sold 2,233 H&E Equipment Services shares in Q2 2019, an estimated $56K.
  • McKinley Capital Management first reported a position in H&E Equipment Services in Q3 2017 and held it in 7 quarters.
  • McKinley Capital Management's H&E Equipment Services position peaked at $3.92M in Q4 2017.
  • 150 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2019.

Based on McKinley Capital Management's 13F filing for Q2 2019, filed 7 Aug 2019.