SIM
HEES

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

SummerHaven 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
2022
Q3 		– Sell
-27,948
Closed -$810K – 229
2022
Q2 		$810K Hold
27,948
– – 0.55% 83
2022
Q1 		$1.22M Buy
27,948
+1,223
+5% +$51.4K 0.69% 23
2021
Q4 		$1.18M Hold
26,725
– – 0.64% 21
2021
Q3 		$928K Buy
+26,725
New +$886K 0.54% 44

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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

SummerHaven Investment Management's HEES Position: Q3 2022 in Review

SummerHaven Investment Management sold out of H&E Equipment Services (HEES) in Q3 2022, closing a stake of 27,948 shares — an estimated $810K sold.

SummerHaven Investment Management first reported a position in HEES in Q3 2021 and held it in 4 quarters. The position peaked at $1.22M in Q1 2022. 161 funds tracked by Wall St. Rank hold HEES as of Q3 2022.

  • SummerHaven Investment Management reported no remaining H&E Equipment Services position as of Q3 2022 after selling out during the quarter.
  • SummerHaven Investment Management sold 27,948 H&E Equipment Services shares in Q3 2022, an estimated $810K.
  • SummerHaven Investment Management first reported a position in H&E Equipment Services in Q3 2021 and held it in 4 quarters.
  • SummerHaven Investment Management's H&E Equipment Services position peaked at $1.22M in Q1 2022.
  • 161 funds tracked by Wall St. Rank held H&E Equipment Services as of Q3 2022.

Based on SummerHaven Investment Management's 13F filing for Q3 2022, filed 20 Oct 2022.