SIM
HEES

Sonora Investment Management’s H&E Equipment Services HEES Stock Holding History

Sonora Investment 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
2019
Q3 		– Sell
-55
Closed -$2K – 1764
2019
Q2 		$2K Buy
+55
New +$1.53K ﹤0.01% 1567

Other funds holding HEES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
JP Morgan Chase
JP Morgan Chase New York $1.56T AUM 27.86% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Sonora Investment Management's HEES Position: Q3 2019 in Review

Sonora Investment Management sold out of H&E Equipment Services (HEES) in Q3 2019, closing a stake of 55 shares — an estimated $2K sold.

Sonora Investment Management first reported a position in HEES in Q2 2019 and held it in 1 quarter. The position peaked at $2K in Q2 2019. 148 funds tracked by Wall St. Rank hold HEES as of Q3 2019.

  • Sonora Investment Management reported no remaining H&E Equipment Services position as of Q3 2019 after selling out during the quarter.
  • Sonora Investment Management sold 55 H&E Equipment Services shares in Q3 2019, an estimated $2K.
  • Sonora Investment Management first reported a position in H&E Equipment Services in Q2 2019 and held it in 1 quarter.
  • Sonora Investment Management's H&E Equipment Services position peaked at $2K in Q2 2019.
  • 148 funds tracked by Wall St. Rank held H&E Equipment Services as of Q3 2019.

Based on Sonora Investment Management's 13F filing for Q3 2019, filed 15 Oct 2019.