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Ziegler Capital Management’s H&E Equipment Services HEES Stock Holding History

Ziegler Capital 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
2013
Q3 		$281K Buy
10,589
+753
+8% +$17.9K 0.02% 354
2013
Q2 		$207K Buy
+9,836
New +$206K 0.02% 381

Other funds holding HEES

Columbia Wanger Asset Management
Columbia Wanger Asset Management Chicago, Illinois $6.69B AUM 31.14% 1-Year Est. Return
OppenheimerFunds
OppenheimerFunds New York $80.4B AUM 15.1% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
NCGI
Next Century Growth Investors Plymouth, Minnesota $1.89B AUM 151.53% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Wellington Management Group
Wellington Management Group Boston, Massachusetts $580B AUM 38.23% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
GC
GW Capital Bellevue, Washington $1.44B AUM 5.7% 1-Year Est. Return
BlackRock Institutional Trust
BlackRock Institutional Trust San Francisco, California $675B AUM 16.07% 1-Year Est. Return

Ziegler Capital Management's HEES Position: Q3 2013 in Review

Ziegler Capital Management increased its H&E Equipment Services (HEES) stake by 7.7% in Q3 2013, buying an estimated $17.9K and bringing the position to 10,589 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #354.

Ziegler Capital Management first reported a position in HEES in Q2 2013 and has held it in 2 quarters since. 116 funds tracked by Wall St. Rank hold HEES as of Q3 2013.

  • Ziegler Capital Management held 10,589 shares of H&E Equipment Services worth $281K as of Q3 2013.
  • Ziegler Capital Management bought 753 H&E Equipment Services shares in Q3 2013, an estimated $17.9K.
  • H&E Equipment Services made up 0.02% of Ziegler Capital Management's portfolio in Q3 2013, its #354 holding.
  • Ziegler Capital Management first reported a position in H&E Equipment Services in Q2 2013 and has held it in 2 quarters since.
  • 116 funds tracked by Wall St. Rank held H&E Equipment Services as of Q3 2013.

Based on Ziegler Capital Management's 13F filing for Q3 2013, filed 6 Nov 2013.