Royce & Associates’s H&E Equipment Services HEES Stock Holding History

Royce & Associates’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	-2,463	Closed	-$36K	–	1184
2020 Q1	$36K	Buy	2,463 +840	+52%	+$20.3K	﹤0.01%	1041
2019 Q4	$54K	Sell	1,623 -353	-18%	-$11.4K	﹤0.01%	1031
2019 Q3	$57K	Buy	1,976 +712	+56%	+$19.3K	﹤0.01%	1038
2019 Q2	$37K	Sell	1,264 -66	-5%	-$1.84K	﹤0.01%	1058
2019 Q1	$33K	Sell	1,330 -161	-11%	-$4.23K	﹤0.01%	1076
2018 Q4	$30K	Buy	+1,491	New	+$36.5K	﹤0.01%	1050

Other funds holding HEES

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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 Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Royce & Associates's HEES Position: Q2 2020 in Review

Royce & Associates sold out of H&E Equipment Services (HEES) in Q2 2020, closing a stake of 2,463 shares — an estimated $36K sold.

Royce & Associates first reported a position in HEES in Q4 2018 and held it in 6 quarters. The position peaked at $57K in Q3 2019. 148 funds tracked by Wall St. Rank hold HEES as of Q2 2020.

Royce & Associates reported no remaining H&E Equipment Services position as of Q2 2020 after selling out during the quarter.
Royce & Associates sold 2,463 H&E Equipment Services shares in Q2 2020, an estimated $36K.
Royce & Associates first reported a position in H&E Equipment Services in Q4 2018 and held it in 6 quarters.
Royce & Associates's H&E Equipment Services position peaked at $57K in Q3 2019.
148 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2020.

Based on Royce & Associates's 13F filing for Q2 2020, filed 7 Aug 2020.