VFA
HEES

Valeo Financial Advisors’s H&E Equipment Services HEES Stock Holding History

Valeo Financial Advisors’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
2020
Q3 		– Sell
-43
Closed -$1K – 1821
2020
Q2 		$1K Hold
43
– – ﹤0.01% 1884
2020
Q1 		$1K Hold
43
– – ﹤0.01% 1653
2019
Q4 		$1K Hold
43
– – ﹤0.01% 1537
2019
Q3 		$1K Hold
43
– – ﹤0.01% 1451
2019
Q2 		$1K Hold
43
– – ﹤0.01% 1469
2019
Q1 		$1K Buy
43
+22
+105% +$579 ﹤0.01% 1452
2018
Q4 		$0 Sell
21
-20
-49% -$490 ﹤0.01% 1590
2018
Q3 		$1K Hold
41
– – ﹤0.01% 1628
2018
Q2 		$1K Hold
41
– – ﹤0.01% 1465
2018
Q1 		$2K Hold
41
– – ﹤0.01% 1329
2017
Q4 		$2K Buy
41
+2
+5% +$68 ﹤0.01% 1183
2017
Q3 		$1K Buy
+39
New +$906 ﹤0.01% 1093

Other funds holding HEES

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BlackRock
BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $115B AUM 24.78% 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
Janus Henderson Group
Janus Henderson Group London, United Kingdom $209B AUM 37.72% 1-Year Est. Return
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return