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 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

AllianceBernstein Nashville, Tennessee $302B AUM 26.44% 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

Adage Capital Partners Boston, Massachusetts $71.3B AUM 56.8% 1-Year Est. Return

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

Norges Bank Oslo, Norway $1T AUM

GIP

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

Winton Group's HEES Position: Q1 2020 in Review

Winton Group sold out of H&E Equipment Services (HEES) in Q1 2020, closing a stake of 27,503 shares — an estimated $919K sold.

Winton Group first reported a position in HEES in Q1 2018 and held it in 3 quarters. The position peaked at $919K in Q4 2019. 156 funds tracked by Wall St. Rank hold HEES as of Q1 2020.

Winton Group reported no remaining H&E Equipment Services position as of Q1 2020 after selling out during the quarter.
Winton Group sold 27,503 H&E Equipment Services shares in Q1 2020, an estimated $919K.
Winton Group first reported a position in H&E Equipment Services in Q1 2018 and held it in 3 quarters.
Winton Group's H&E Equipment Services position peaked at $919K in Q4 2019.
156 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2020.

Based on Winton Group's 13F filing for Q1 2020, filed 11 May 2020.