San Francisco Sentry Investment Group’s H&E Equipment Services HEES Stock Holding History

San Francisco Sentry Investment Group’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	-35	Closed	-$1K	–	927
2019 Q4	$1K	Hold	35	–	–	﹤0.01%	826
2019 Q3	$1K	Hold	35	–	–	﹤0.01%	827
2019 Q2	$1K	Hold	35	–	–	﹤0.01%	830
2019 Q1	$1K	Hold	35	–	–	﹤0.01%	867
2018 Q4	$1K	Buy	+35	New	+$858	﹤0.01%	859
2018 Q2	–	Sell	-267	Closed	-$10K	–	787
2018 Q1	$10K	Buy	267 +1	+0.4%	+$39	﹤0.01%	684
2017 Q4	$11K	Buy	266 +101	+61%	+$3.46K	﹤0.01%	660
2017 Q3	$5K	Buy	165 +2	+1%	+$46	﹤0.01%	743
2017 Q2	$3K	Buy	+163	New	+$3.42K	﹤0.01%	654

Other funds holding HEES

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

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

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

AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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

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

GIP

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

San Francisco Sentry Investment Group's HEES Position: Q1 2020 in Review

San Francisco Sentry Investment Group sold out of H&E Equipment Services (HEES) in Q1 2020, closing a stake of 35 shares — an estimated $1K sold.

San Francisco Sentry Investment Group first reported a position in HEES in Q2 2017 and held it in 9 quarters. The position peaked at $11K in Q4 2017. 156 funds tracked by Wall St. Rank hold HEES as of Q1 2020.

San Francisco Sentry Investment Group reported no remaining H&E Equipment Services position as of Q1 2020 after selling out during the quarter.
San Francisco Sentry Investment Group sold 35 H&E Equipment Services shares in Q1 2020, an estimated $1K.
San Francisco Sentry Investment Group first reported a position in H&E Equipment Services in Q2 2017 and held it in 9 quarters.
San Francisco Sentry Investment Group's H&E Equipment Services position peaked at $11K in Q4 2017.
156 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2020.

Based on San Francisco Sentry Investment Group's 13F filing for Q1 2020, filed 9 Apr 2020.