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
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
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.95B AUM 49.89% 1-Year Est. Return
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royal Fund Management's HEES Position: Q2 2020 in Review

Royal Fund Management sold out of H&E Equipment Services (HEES) in Q2 2020, closing a stake of 562 shares — an estimated $8K sold.

Royal Fund Management first reported a position in HEES in Q4 2016 and held it in 14 quarters. The position peaked at $13K in Q4 2019. 148 funds tracked by Wall St. Rank hold HEES as of Q2 2020.

  • Royal Fund Management reported no remaining H&E Equipment Services position as of Q2 2020 after selling out during the quarter.
  • Royal Fund Management sold 562 H&E Equipment Services shares in Q2 2020, an estimated $8K.
  • Royal Fund Management first reported a position in H&E Equipment Services in Q4 2016 and held it in 14 quarters.
  • Royal Fund Management's H&E Equipment Services position peaked at $13K in Q4 2019.
  • 148 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2020.

Based on Royal Fund Management's 13F filing for Q2 2020, filed 6 Aug 2020.