Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Search
Sign in
Sign up
PCM
HEES
Portolan Capital Management’s
H&E Equipment Services
HEES
Stock Holding History
Portolan Capital Management’s Portfolio
HEES Stock Details
HEES Fund Activity
Bought
Maintained
Sold
Shares
Quarter
Market Value
Status
Shares
Change in
Stake
Trade Value
Portfolio Weight
Portfolio Position
2023
Q2
–
Sell
-95,132
Closed
-$4.21M
–
142
2023
Q1
$4.21M
Sell
95,132
-26,286
-22%
-$1.28M
0.4%
81
2022
Q4
$5.51M
Buy
121,418
+4,623
+4%
+$179K
0.55%
68
2022
Q3
$3.31M
Sell
116,795
-2,666
-2%
-$83.9K
0.35%
98
2022
Q2
$3.46M
Sell
119,461
-58,678
-33%
-$2.06M
0.35%
89
2022
Q1
$7.75M
Buy
178,139
+34,248
+24%
+$1.44M
0.62%
64
2021
Q4
$6.37M
Buy
143,891
+38,570
+37%
+$1.68M
0.43%
76
2021
Q3
$3.66M
Buy
105,321
+18,252
+21%
+$605K
0.27%
101
2021
Q2
$2.9M
Sell
87,069
-59,168
-40%
-$2.17M
0.21%
105
2021
Q1
$5.56M
Buy
146,237
+33,753
+30%
+$1.08M
0.44%
99
2020
Q4
$3.35M
Sell
112,484
-293,339
-72%
-$7.55M
0.3%
111
2020
Q3
$7.98M
Buy
405,823
+57,381
+16%
+$1.12M
0.9%
38
2020
Q2
$6.44M
Buy
+348,442
New
+$5.54M
0.74%
52
2015
Q3
–
Sell
-142,299
Closed
-$2.84M
–
124
2015
Q2
$2.84M
Buy
+142,299
New
+$3.41M
0.4%
90
Other funds holding HEES
Vanguard Group
Malvern, Pennsylvania
$6.9T AUM
27.45%
1-Year Est. Return
BlackRock
New York
$5.7T AUM
30.48%
1-Year Est. Return
ClearBridge Investments
New York
$115B AUM
24.78%
1-Year Est. Return
Macquarie Group
Sydney, NSW 2000, Australia
$16.8B AUM
27.39%
1-Year Est. Return
American Century Companies
Kansas City, Missouri
$194B AUM
35%
1-Year Est. Return
Invesco
Atlanta, Georgia
$1.02T AUM
30.18%
1-Year Est. Return
Dimensional Fund Advisors
Austin, Texas
$481B AUM
30.42%
1-Year Est. Return
Janus Henderson Group
London, United Kingdom
$209B AUM
37.72%
1-Year Est. Return
Bank of America
Charlotte, North Carolina
$1.37T AUM
24.88%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Sign up
Sign in
Fund Insights
Common Fund Bets
See what stocks and ETFs funds are collectively bullish/bearish on
Largest Fund Trades
Explore the largest stock and ETF buys and sells made by funds
High Conviction Trades
Discover high conviction trades that caused a significant change in a fund's stake in a stock
Fund Manager Portfolios
Gain insights from the world’s largest funds and super investors
WSR Indexes
Fund Manager Index
Stock index based on fund manager consensus updated each quarter
Theme
Close