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

Shellback 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
2022 Q3	–	Sell	-91,379	Closed	-$2.65M	–	91
2022 Q2	$2.65M	Buy	+91,379	New	+$3.21M	0.46%	49

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

American Century Companies Kansas City, Missouri $226B AUM 44.75% 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

Janus Henderson Group London $209B AUM 37.72% 1-Year Est. Return

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 1-Year Est. Return

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

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Shellback Capital's HEES Position: Q3 2022 in Review

Shellback Capital sold out of H&E Equipment Services (HEES) in Q3 2022, closing a stake of 91,379 shares — an estimated $2.65M sold.

Shellback Capital first reported a position in HEES in Q2 2022 and held it in 1 quarter. The position peaked at $2.65M in Q2 2022. 161 funds tracked by Wall St. Rank hold HEES as of Q3 2022.

Shellback Capital reported no remaining H&E Equipment Services position as of Q3 2022 after selling out during the quarter.
Shellback Capital sold 91,379 H&E Equipment Services shares in Q3 2022, an estimated $2.65M.
Shellback Capital first reported a position in H&E Equipment Services in Q2 2022 and held it in 1 quarter.
Shellback Capital's H&E Equipment Services position peaked at $2.65M in Q2 2022.
161 funds tracked by Wall St. Rank held H&E Equipment Services as of Q3 2022.

Based on Shellback Capital's 13F filing for Q3 2022, filed 14 Nov 2022.