WAM
HEES

Wealthspire Advisors (Maryland)’s H&E Equipment Services HEES Stock Holding History

Wealthspire Advisors (Maryland)’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 		$541K Sell
27,494
-43
-0.2% -$840 0.02% 257
2020
Q2 		$509K Sell
27,537
-23
-0.1% -$366 0.04% 254
2020
Q1 		$405K Buy
27,560
+2,951
+12% +$71.4K 0.04% 263
2019
Q4 		$823K Hold
24,609
– – 0.06% 197
2019
Q3 		$710K Hold
24,609
– – 0.05% 198
2019
Q2 		$716K Hold
24,609
– – 0.05% 189
2019
Q1 		$618K Buy
24,609
+3,004
+14% +$79K 0.05% 217
2018
Q4 		$441K Sell
21,605
-18
-0.1% -$441 0.04% 244
2018
Q3 		$817K Buy
21,623
+8
+0% +$290 0.07% 169
2018
Q2 		$813K Buy
21,615
+10
+0% +$373 0.07% 154
2018
Q1 		$832K Buy
21,605
+2,023
+10% +$79.5K 0.08% 152
2017
Q4 		$796K Buy
19,582
+9
+0% +$308 0.08% 164
2017
Q3 		$572K Hold
19,573
– – 0.06% 217
2017
Q2 		$399K Buy
19,573
+8
+0% +$168 0.05% 273
2017
Q1 		$480K Buy
19,565
+3,094
+19% +$75.8K 0.07% 194
2016
Q4 		$383K Buy
16,471
+43
+0.3% +$788 0.06% 222
2016
Q3 		$275K Hold
16,428
– – 0.04% 297
2016
Q2 		$313K Hold
16,428
– – 0.05% 243
2016
Q1 		$288K Buy
16,428
+5,711
+53% +$82.8K 0.05% 264
2015
Q4 		$187K Buy
+10,717
New +$197K 0.03% 375

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
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 $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

Wealthspire Advisors (Maryland)'s HEES Position: Q3 2020 in Review

Wealthspire Advisors (Maryland) reduced its H&E Equipment Services (HEES) stake by 0.16% in Q3 2020, selling an estimated $840 and leaving 27,494 shares worth $541K. The position accounts for 0.02% of the portfolio, ranked #257.

Wealthspire Advisors (Maryland) first reported a position in HEES in Q4 2015 and has held it in 20 quarters since. The position peaked at $832K in Q1 2018. 139 funds tracked by Wall St. Rank hold HEES as of Q3 2020.

  • Wealthspire Advisors (Maryland) held 27,494 shares of H&E Equipment Services worth $541K as of Q3 2020.
  • Wealthspire Advisors (Maryland) sold 43 H&E Equipment Services shares in Q3 2020, an estimated $840.
  • H&E Equipment Services made up 0.02% of Wealthspire Advisors (Maryland)'s portfolio in Q3 2020, its #257 holding.
  • Wealthspire Advisors (Maryland) first reported a position in H&E Equipment Services in Q4 2015 and has held it in 20 quarters since.
  • Wealthspire Advisors (Maryland)'s H&E Equipment Services position peaked at $832K in Q1 2018.
  • 139 funds tracked by Wall St. Rank held H&E Equipment Services as of Q3 2020.

Based on Wealthspire Advisors (Maryland)'s 13F filing for Q3 2020, filed 13 Nov 2020.