NFG
HEES

Next Financial Group’s H&E Equipment Services HEES Stock Holding History

Next Financial Group’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
Q1 		– Sell
-50
Closed -$2K – 2233
2019
Q4 		$2K Hold
50
– – ﹤0.01% 2166
2019
Q3 		$1K Hold
50
– – ﹤0.01% 2221
2019
Q2 		$1K Hold
50
– – ﹤0.01% 2216
2019
Q1 		$1K Hold
50
– – ﹤0.01% 1554
2018
Q4 		$1K Hold
50
– – ﹤0.01% 1843
2018
Q3 		$2K Buy
+50
New +$1.81K ﹤0.01% 1307
2017
Q1 		– Sell
-50
Closed -$1K – 2041
2016
Q4 		$1K Hold
50
– – ﹤0.01% 2279
2016
Q3 		$1K Buy
+50
New +$858 ﹤0.01% 2271
2014
Q4 		– Sell
-50
Closed -$2K – 2087
2014
Q3 		$2K Hold
50
– – ﹤0.01% 2309
2014
Q2 		$2K Buy
+50
New +$1.83K ﹤0.01% 1067

Other funds holding HEES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 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
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return