ZIM
HEES

Zacks Investment Management’s H&E Equipment Services HEES Stock Holding History

Zacks Investment 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
Q2 		– Sell
-26,969
Closed -$396K – 535
2020
Q1 		$396K Sell
26,969
-3,737
-12% -$90.4K 0.01% 405
2019
Q4 		$1.03M Buy
30,706
+1,679
+6% +$54.5K 0.02% 381
2019
Q3 		$838K Sell
29,027
-6,885
-19% -$186K 0.02% 394
2019
Q2 		$1.04M Buy
35,912
+22,660
+171% +$630K 0.02% 388
2019
Q1 		$333K Buy
+13,252
New +$349K 0.01% 482

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
GIP
Granite Investment Partners El Segundo, California $1.63B AUM 38.09% 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
Northern Trust
Northern Trust Chicago, Illinois $757B AUM 28.64% 1-Year Est. Return

Zacks Investment Management's HEES Position: Q2 2020 in Review

Zacks Investment Management sold out of H&E Equipment Services (HEES) in Q2 2020, closing a stake of 26,969 shares — an estimated $396K sold.

Zacks Investment Management first reported a position in HEES in Q1 2019 and held it in 5 quarters. The position peaked at $1.04M in Q2 2019. 148 funds tracked by Wall St. Rank hold HEES as of Q2 2020.

  • Zacks Investment Management reported no remaining H&E Equipment Services position as of Q2 2020 after selling out during the quarter.
  • Zacks Investment Management sold 26,969 H&E Equipment Services shares in Q2 2020, an estimated $396K.
  • Zacks Investment Management first reported a position in H&E Equipment Services in Q1 2019 and held it in 5 quarters.
  • Zacks Investment Management's H&E Equipment Services position peaked at $1.04M in Q2 2019.
  • 148 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2020.

Based on Zacks Investment Management's 13F filing for Q2 2020, filed 14 Aug 2020.