PWP
HEES

Principle Wealth Partners’s H&E Equipment Services HEES Stock Holding History

Principle Wealth Partners’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
-4,125
Closed -$76K – 267
2020
Q2 		$76K Buy
+4,125
New +$65.6K 0.02% 239

Other funds holding HEES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Principle Wealth Partners's HEES Position: Q3 2020 in Review

Principle Wealth Partners sold out of H&E Equipment Services (HEES) in Q3 2020, closing a stake of 4,125 shares — an estimated $76K sold.

Principle Wealth Partners first reported a position in HEES in Q2 2020 and held it in 1 quarter. The position peaked at $76K in Q2 2020. 139 funds tracked by Wall St. Rank hold HEES as of Q3 2020.

  • Principle Wealth Partners reported no remaining H&E Equipment Services position as of Q3 2020 after selling out during the quarter.
  • Principle Wealth Partners sold 4,125 H&E Equipment Services shares in Q3 2020, an estimated $76K.
  • Principle Wealth Partners first reported a position in H&E Equipment Services in Q2 2020 and held it in 1 quarter.
  • Principle Wealth Partners's H&E Equipment Services position peaked at $76K in Q2 2020.
  • 139 funds tracked by Wall St. Rank held H&E Equipment Services as of Q3 2020.

Based on Principle Wealth Partners's 13F filing for Q3 2020, filed 16 Nov 2020.