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	–	1814
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%	1588
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

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

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

GIP

Granite Investment Partners El Segundo, California $1.95B AUM 49.89% 1-Year Est. Return

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

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

Northern Trust Chicago, Illinois $860B AUM 41.15% 1-Year Est. Return

Valeo Financial Advisors's HEES Position: Q3 2020 in Review

Valeo Financial Advisors sold out of H&E Equipment Services (HEES) in Q3 2020, closing a stake of 43 shares — an estimated $1K sold.

Valeo Financial Advisors first reported a position in HEES in Q3 2017 and held it in 12 quarters. The position peaked at $2K in Q1 2018. 139 funds tracked by Wall St. Rank hold HEES as of Q3 2020.

Valeo Financial Advisors reported no remaining H&E Equipment Services position as of Q3 2020 after selling out during the quarter.
Valeo Financial Advisors sold 43 H&E Equipment Services shares in Q3 2020, an estimated $1K.
Valeo Financial Advisors first reported a position in H&E Equipment Services in Q3 2017 and held it in 12 quarters.
Valeo Financial Advisors's H&E Equipment Services position peaked at $2K in Q1 2018.
139 funds tracked by Wall St. Rank held H&E Equipment Services as of Q3 2020.

Based on Valeo Financial Advisors's 13F filing for Q3 2020, filed 28 Oct 2020.