MPAM
HEES
Monarch Partners Asset Management’s H&E Equipment Services HEES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2018
Q1 | – | Sell |
-98,803
| Closed | -$4.02M | – | 202 |
|
|
2017
Q4 | $4.02M | Sell |
98,803
-90,570
| -48% | -$3.68M | 0.38% | 94 |
|
|
2017
Q3 | $5.53M | Buy |
+189,373
| New | +$5.53M | 0.53% | 80 |
|
|
2014
Q4 | – | Sell |
-41,754
| Closed | -$1.68M | – | 141 |
|
|
2014
Q3 | $1.68M | Buy |
41,754
+15,150
| +57% | +$610K | 0.44% | 93 |
|
|
2014
Q2 | $967K | Buy |
26,604
+1,375
| +5% | +$50K | 0.25% | 118 |
|
|
2014
Q1 | $1.02M | Sell |
25,229
-20,577
| -45% | -$833K | 0.37% | 112 |
|
|
2013
Q4 | $1.36M | Buy |
+45,806
| New | +$1.36M | 0.5% | 82 |
|