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
RFM
HEES
Royal Fund Management’s
H&E Equipment Services
HEES
Stock Holding History
Royal Fund 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
2020
Q2
–
Sell
-562
Closed
-$8K
–
312
2020
Q1
$8K
Buy
562
+162
+41%
+$3.92K
﹤0.01%
392
2019
Q4
$13K
Sell
400
-50
-11%
-$1.62K
﹤0.01%
392
2019
Q3
$12K
Buy
450
+250
+125%
+$6.76K
﹤0.01%
381
2019
Q2
$5K
Sell
200
-100
-33%
-$2.78K
﹤0.01%
430
2019
Q1
$7K
Hold
300
–
–
﹤0.01%
396
2018
Q4
$6K
Buy
300
+141
+89%
+$3.46K
﹤0.01%
389
2018
Q3
$6K
Buy
159
+9
+6%
+$326
﹤0.01%
365
2018
Q2
$5K
Hold
150
–
–
﹤0.01%
416
2018
Q1
$5K
Sell
150
-50
-25%
-$1.97K
﹤0.01%
397
2017
Q4
$8K
Sell
200
-100
-33%
-$3.42K
﹤0.01%
401
2017
Q3
$8K
Hold
300
–
–
﹤0.01%
319
2017
Q2
$6K
Sell
300
-100
-25%
-$2.1K
﹤0.01%
297
2017
Q1
$9K
Sell
400
-100
-20%
-$2.45K
﹤0.01%
276
2016
Q4
$11K
Buy
+500
New
+$9.16K
0.01%
252
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
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
Adage Capital Partners
Boston, Massachusetts
$64.8B AUM
42.7%
1-Year Est. Return
State Street
Boston, Massachusetts
$2.9T AUM
29.55%
1-Year Est. Return
Norges Bank
Oslo, Norway
$935B AUM
Northern Trust
Chicago, Illinois
$757B AUM
28.64%
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