Systematic Financial Management’s H&E Equipment Services HEES Stock Holding History

Systematic Financial 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
2018 Q3	–	Sell	-25,149	Closed	-$946K	–	663
2018 Q2	$946K	Sell	25,149 -147,959	-85%	-$5.52M	0.02%	556
2018 Q1	$6.66M	Sell	173,108 -136,800	-44%	-$5.38M	0.15%	198
2017 Q4	$12.6M	Sell	309,908 -369,377	-54%	-$12.6M	0.25%	136
2017 Q3	$19.8M	Buy	679,285 +254,985	+60%	+$5.92M	0.4%	81
2017 Q2	$8.66M	Sell	424,300 -49,795	-11%	-$1.04M	0.16%	175
2017 Q1	$11.6M	Buy	+474,095	New	+$11.6M	0.21%	135

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

Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

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

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

Victory Capital Management San Antonio, Texas $178B AUM 37.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Systematic Financial Management's HEES Position: Q3 2018 in Review

Systematic Financial Management sold out of H&E Equipment Services (HEES) in Q3 2018, closing a stake of 25,149 shares — an estimated $946K sold.

Systematic Financial Management first reported a position in HEES in Q1 2017 and held it in 6 quarters. The position peaked at $19.8M in Q3 2017. 154 funds tracked by Wall St. Rank hold HEES as of Q3 2018.

Systematic Financial Management reported no remaining H&E Equipment Services position as of Q3 2018 after selling out during the quarter.
Systematic Financial Management sold 25,149 H&E Equipment Services shares in Q3 2018, an estimated $946K.
Systematic Financial Management first reported a position in H&E Equipment Services in Q1 2017 and held it in 6 quarters.
Systematic Financial Management's H&E Equipment Services position peaked at $19.8M in Q3 2017.
154 funds tracked by Wall St. Rank held H&E Equipment Services as of Q3 2018.

Based on Systematic Financial Management's 13F filing for Q3 2018, filed 6 Nov 2018.