SC
HEES

Shay Capital’s H&E Equipment Services HEES Stock Holding History

Shay Capital’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
2021
Q4 		– Sell
-8,000
Closed -$278K – 553
2021
Q3 		$278K Sell
8,000
-6,000
-43% -$199K 0.04% 344
2021
Q2 		$466K Buy
+14,000
New +$513K 0.05% 272

Other funds holding HEES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
Janus Henderson Group
Janus Henderson Group London $209B AUM 37.72% 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
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.95B AUM 49.89% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Shay Capital's HEES Position: Q4 2021 in Review

Shay Capital sold out of H&E Equipment Services (HEES) in Q4 2021, closing a stake of 8,000 shares — an estimated $278K sold.

Shay Capital first reported a position in HEES in Q2 2021 and held it in 2 quarters. The position peaked at $466K in Q2 2021. 157 funds tracked by Wall St. Rank hold HEES as of Q4 2021.

  • Shay Capital reported no remaining H&E Equipment Services position as of Q4 2021 after selling out during the quarter.
  • Shay Capital sold 8,000 H&E Equipment Services shares in Q4 2021, an estimated $278K.
  • Shay Capital first reported a position in H&E Equipment Services in Q2 2021 and held it in 2 quarters.
  • Shay Capital's H&E Equipment Services position peaked at $466K in Q2 2021.
  • 157 funds tracked by Wall St. Rank held H&E Equipment Services as of Q4 2021.

Based on Shay Capital's 13F filing for Q4 2021, filed 14 Feb 2022.