QIM
HEES

Quantitative Investment Management’s H&E Equipment Services HEES Stock Holding History

Quantitative Investment Management’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
Q1 		– Sell
-12,116
Closed -$405K – 643
2019
Q4 		$405K Buy
+12,116
New +$393K 0.01% 548
2018
Q4 		– Sell
-8,300
Closed -$313K – 681
2018
Q3 		$313K Buy
+8,300
New +$301K 0.01% 506
2017
Q4 		– Sell
-13,300
Closed -$388K – 807
2017
Q3 		$388K Sell
13,300
-24,600
-65% -$571K ﹤0.01% 626
2017
Q2 		$773K Buy
37,900
+12,400
+49% +$260K 0.01% 600
2017
Q1 		$625K Buy
+25,500
New +$624K 0.01% 597

Other funds holding HEES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return