NERM
HEES

New England Research & Management’s H&E Equipment Services HEES Stock Holding History

New England Research & 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
Q3 		– Sell
-15,301
Closed -$445K – 172
2019
Q2 		$445K Sell
15,301
-800
-5% -$22.3K 0.3% 112
2019
Q1 		$404K Sell
16,101
-100
-0.6% -$2.63K 0.27% 114
2018
Q4 		$331K Buy
16,201
+500
+3% +$12.3K 0.26% 114
2018
Q3 		$593K Buy
+15,701
New +$569K 0.39% 93

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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 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

New England Research & Management's HEES Position: Q3 2019 in Review

New England Research & Management sold out of H&E Equipment Services (HEES) in Q3 2019, closing a stake of 15,301 shares — an estimated $445K sold.

New England Research & Management first reported a position in HEES in Q3 2018 and held it in 4 quarters. The position peaked at $593K in Q3 2018. 148 funds tracked by Wall St. Rank hold HEES as of Q3 2019.

  • New England Research & Management reported no remaining H&E Equipment Services position as of Q3 2019 after selling out during the quarter.
  • New England Research & Management sold 15,301 H&E Equipment Services shares in Q3 2019, an estimated $445K.
  • New England Research & Management first reported a position in H&E Equipment Services in Q3 2018 and held it in 4 quarters.
  • New England Research & Management's H&E Equipment Services position peaked at $593K in Q3 2018.
  • 148 funds tracked by Wall St. Rank held H&E Equipment Services as of Q3 2019.

Based on New England Research & Management's 13F filing for Q3 2019, filed 4 Nov 2019.