YMRC
HEES

Yorktown Management & Research Company’s H&E Equipment Services HEES Stock Holding History

Yorktown Management & Research Company’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
Q2 		– Sell
-23,100
Closed -$339K – 279
2020
Q1 		$339K Sell
23,100
-11,500
-33% -$278K 0.34% 102
2019
Q4 		$1.16M Hold
34,600
– – 0.62% 44
2019
Q3 		$999K Hold
34,600
– – 0.54% 52
2019
Q2 		$1.01M Buy
+34,600
New +$963K 0.38% 62

Other funds holding HEES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 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
GIP
Granite Investment Partners El Segundo, California $1.95B AUM 49.89% 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 $3.37T AUM 44.26% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Yorktown Management & Research Company's HEES Position: Q2 2020 in Review

Yorktown Management & Research Company sold out of H&E Equipment Services (HEES) in Q2 2020, closing a stake of 23,100 shares — an estimated $339K sold.

Yorktown Management & Research Company first reported a position in HEES in Q2 2019 and held it in 4 quarters. The position peaked at $1.16M in Q4 2019. 148 funds tracked by Wall St. Rank hold HEES as of Q2 2020.

  • Yorktown Management & Research Company reported no remaining H&E Equipment Services position as of Q2 2020 after selling out during the quarter.
  • Yorktown Management & Research Company sold 23,100 H&E Equipment Services shares in Q2 2020, an estimated $339K.
  • Yorktown Management & Research Company first reported a position in H&E Equipment Services in Q2 2019 and held it in 4 quarters.
  • Yorktown Management & Research Company's H&E Equipment Services position peaked at $1.16M in Q4 2019.
  • 148 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2020.

Based on Yorktown Management & Research Company's 13F filing for Q2 2020, filed 11 Aug 2020.