NCCM
HEES

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

Nine Chapters 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
2017
Q3 		$213K Buy
+7,300
New +$170K 0.47% 96
2015
Q2 		– Sell
-30,400
Closed -$760K – 1036
2015
Q1 		$760K Buy
+30,400
New +$684K 0.06% 448
2014
Q4 		– Sell
-5,600
Closed -$226K – 1037
2014
Q3 		$226K Buy
+5,600
New +$218K 0.02% 812
2014
Q2 		– Sell
-16,700
Closed -$676K – 1006
2014
Q1 		$676K Buy
+16,700
New +$554K 0.08% 373

Other funds holding HEES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $156B AUM 27.51% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
SFM
Systematic Financial Management Teaneck, New Jersey $4.36B AUM 40.56% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return