NI
HEES

Numeric Investors’s H&E Equipment Services HEES Stock Holding History

Numeric Investors’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
Q1 		– Sell
-10,000
Closed -$232K – 1063
2016
Q4 		$232K Buy
+10,000
New +$183K ﹤0.01% 973
2013
Q3 		– Sell
-15,580
Closed -$328K – 794
2013
Q2 		$328K Buy
+15,580
New +$326K 0.01% 629

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 $23.2B AUM 40.19% 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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Victory Capital Management
Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return
EAM
Eagle Asset Management St Petersburg, Florida $19.6B AUM 41.58% 1-Year Est. Return
O
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return

Numeric Investors's HEES Position: Q1 2017 in Review

Numeric Investors sold out of H&E Equipment Services (HEES) in Q1 2017, closing a stake of 10,000 shares — an estimated $232K sold.

Numeric Investors first reported a position in HEES in Q2 2013 and held it in 2 quarters. The position peaked at $328K in Q2 2013. 148 funds tracked by Wall St. Rank hold HEES as of Q1 2017.

  • Numeric Investors reported no remaining H&E Equipment Services position as of Q1 2017 after selling out during the quarter.
  • Numeric Investors sold 10,000 H&E Equipment Services shares in Q1 2017, an estimated $232K.
  • Numeric Investors first reported a position in H&E Equipment Services in Q2 2013 and held it in 2 quarters.
  • Numeric Investors's H&E Equipment Services position peaked at $328K in Q2 2013.
  • 148 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2017.

Based on Numeric Investors's 13F filing for Q1 2017, filed 15 May 2017.