NIT
HEES

NumerixS Investment Technologies’s H&E Equipment Services HEES Stock Holding History

NumerixS Investment Technologies’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
Q3 		– Sell
-3,100
Closed -$57K – 368
2020
Q2 		$57K Sell
3,100
-800
-21% -$12.7K 0.02% 762
2020
Q1 		$57K Buy
3,900
+2,500
+179% +$60.5K 0.03% 582
2019
Q4 		$47K Buy
1,400
+1,000
+250% +$32.4K 0.01% 829
2019
Q3 		$12K Sell
400
-300
-43% -$8.11K ﹤0.01% 924
2019
Q2 		$20K Sell
700
-1,500
-68% -$41.7K 0.01% 915
2019
Q1 		$54K Buy
+2,200
New +$57.9K 0.01% 980
2018
Q4 		– Sell
-1,800
Closed -$68K – 1200
2018
Q3 		$68K Buy
1,800
+700
+64% +$25.3K 0.01% 906
2018
Q2 		$41K Sell
1,100
-2,800
-72% -$104K 0.01% 942
2018
Q1 		$147K Buy
3,900
+2,300
+144% +$90.4K 0.04% 518
2017
Q4 		$65K Buy
+1,600
New +$54.8K 0.01% 800

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
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.95B AUM 49.89% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

NumerixS Investment Technologies's HEES Position: Q3 2020 in Review

NumerixS Investment Technologies sold out of H&E Equipment Services (HEES) in Q3 2020, closing a stake of 3,100 shares — an estimated $57K sold.

NumerixS Investment Technologies first reported a position in HEES in Q4 2017 and held it in 10 quarters. The position peaked at $147K in Q1 2018. 139 funds tracked by Wall St. Rank hold HEES as of Q3 2020.

  • NumerixS Investment Technologies reported no remaining H&E Equipment Services position as of Q3 2020 after selling out during the quarter.
  • NumerixS Investment Technologies sold 3,100 H&E Equipment Services shares in Q3 2020, an estimated $57K.
  • NumerixS Investment Technologies first reported a position in H&E Equipment Services in Q4 2017 and held it in 10 quarters.
  • NumerixS Investment Technologies's H&E Equipment Services position peaked at $147K in Q1 2018.
  • 139 funds tracked by Wall St. Rank held H&E Equipment Services as of Q3 2020.

Based on NumerixS Investment Technologies's 13F filing for Q3 2020.