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

QS 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
2021 Q1	–	Sell	-11,500	Closed	-$343K	–	1214
2020 Q4	$343K	Hold	11,500	–	–	﹤0.01%	934
2020 Q3	$227K	Sell	11,500 -55,500	-83%	-$1.08M	﹤0.01%	1037
2020 Q2	$1.24M	Buy	67,000 +28,200	+73%	+$449K	0.02%	661
2020 Q1	$570K	Hold	38,800	–	–	0.01%	808
2019 Q4	$1.28M	Sell	38,800 -29,709	-43%	-$964K	0.01%	713
2019 Q3	$1.98M	Hold	68,509	–	–	0.02%	572
2019 Q2	$1.99M	Sell	68,509 -1,653	-2%	-$46K	0.02%	590
2019 Q1	$1.76M	Sell	70,162 -22	-0%	-$579	0.02%	653
2018 Q4	$1.43M	Hold	70,184	–	–	0.02%	668
2018 Q3	$2.65M	Hold	70,184	–	–	0.03%	528
2018 Q2	$2.64M	Buy	70,184 +4	+0%	+$149	0.03%	514
2018 Q1	$2.7M	Buy	70,180 +70,158	+318,900%	+$2.76M	0.03%	468
2017 Q4	$1K	Sell	22 -16	-42%	-$548	﹤0.01%	1792
2017 Q3	$1K	Hold	38	–	–	﹤0.01%	1757
2017 Q2	$1K	Buy	+38	New	+$797	﹤0.01%	1767
2016 Q3	–	Sell	-17	Closed	-$1K	–	1956
2016 Q2	$1K	Hold	17	–	–	﹤0.01%	1635
2016 Q1	$1K	Hold	17	–	–	﹤0.01%	1630
2015 Q4	$1K	Buy	+17	New	+$312	﹤0.01%	1656
2015 Q2	–	Sell	-98,465	Closed	-$2.46M	–	1432
2015 Q1	$2.46M	Hold	98,465	–	–	0.03%	549
2014 Q4	$2.77M	Buy	+98,465	New	+$3.34M	0.03%	516

Other funds holding HEES

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

GIP

Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

QS Investors's HEES Position: Q1 2021 in Review

QS Investors sold out of H&E Equipment Services (HEES) in Q1 2021, closing a stake of 11,500 shares — an estimated $343K sold.

QS Investors first reported a position in HEES in Q4 2014 and held it in 20 quarters. The position peaked at $2.77M in Q4 2014. 148 funds tracked by Wall St. Rank hold HEES as of Q1 2021.

QS Investors reported no remaining H&E Equipment Services position as of Q1 2021 after selling out during the quarter.
QS Investors sold 11,500 H&E Equipment Services shares in Q1 2021, an estimated $343K.
QS Investors first reported a position in H&E Equipment Services in Q4 2014 and held it in 20 quarters.
QS Investors's H&E Equipment Services position peaked at $2.77M in Q4 2014.
148 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2021.

Based on QS Investors's 13F filing for Q1 2021, filed 13 May 2021.