VAM
HEES

Verity Asset Management’s H&E Equipment Services HEES Stock Holding History

Verity Asset 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
2020
Q4 		– Sell
-14,106
Closed -$277K – 175
2020
Q3 		$277K Buy
14,106
+3,175
+29% +$62K 0.21% 110
2020
Q2 		$202K Buy
+10,931
New +$174K 0.19% 117

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
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
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B 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

Verity Asset Management's HEES Position: Q4 2020 in Review

Verity Asset Management sold out of H&E Equipment Services (HEES) in Q4 2020, closing a stake of 14,106 shares — an estimated $277K sold.

Verity Asset Management first reported a position in HEES in Q2 2020 and held it in 2 quarters. The position peaked at $277K in Q3 2020. 144 funds tracked by Wall St. Rank hold HEES as of Q4 2020.

  • Verity Asset Management reported no remaining H&E Equipment Services position as of Q4 2020 after selling out during the quarter.
  • Verity Asset Management sold 14,106 H&E Equipment Services shares in Q4 2020, an estimated $277K.
  • Verity Asset Management first reported a position in H&E Equipment Services in Q2 2020 and held it in 2 quarters.
  • Verity Asset Management's H&E Equipment Services position peaked at $277K in Q3 2020.
  • 144 funds tracked by Wall St. Rank held H&E Equipment Services as of Q4 2020.

Based on Verity Asset Management's 13F filing for Q4 2020, filed 5 Feb 2021.