NA
HEES

Navellier & Associates’s H&E Equipment Services HEES Stock Holding History

Navellier & Associates’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
2018
Q3 		– Sell
-20,408
Closed -$768K – 316
2018
Q2 		$768K Buy
+20,408
New +$761K 0.11% 161

Other funds holding HEES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Navellier & Associates's HEES Position: Q3 2018 in Review

Navellier & Associates sold out of H&E Equipment Services (HEES) in Q3 2018, closing a stake of 20,408 shares — an estimated $768K sold.

Navellier & Associates first reported a position in HEES in Q2 2018 and held it in 1 quarter. The position peaked at $768K in Q2 2018. 154 funds tracked by Wall St. Rank hold HEES as of Q3 2018.

  • Navellier & Associates reported no remaining H&E Equipment Services position as of Q3 2018 after selling out during the quarter.
  • Navellier & Associates sold 20,408 H&E Equipment Services shares in Q3 2018, an estimated $768K.
  • Navellier & Associates first reported a position in H&E Equipment Services in Q2 2018 and held it in 1 quarter.
  • Navellier & Associates's H&E Equipment Services position peaked at $768K in Q2 2018.
  • 154 funds tracked by Wall St. Rank held H&E Equipment Services as of Q3 2018.

Based on Navellier & Associates's 13F filing for Q3 2018, filed 14 Nov 2018.