WG
HEES

Winton Group’s H&E Equipment Services HEES Stock Holding History

Winton Group’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
Q1 		– Sell
-27,503
Closed -$919K – 1457
2019
Q4 		$919K Buy
+27,503
New +$892K 0.01% 1088
2018
Q4 		– Sell
-6,081
Closed -$230K – 936
2018
Q3 		$230K Buy
+6,081
New +$220K ﹤0.01% 919
2018
Q2 		– Sell
-7,057
Closed -$272K – 1081
2018
Q1 		$272K Buy
+7,057
New +$277K 0.01% 1013

Other funds holding HEES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
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
AllianceBernstein
AllianceBernstein Nashville, Tennessee $309B AUM 23.92% 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
Adage Capital Partners
Adage Capital Partners Boston, Massachusetts $64.8B AUM 42.7% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 1-Year Est. Return