AB
HEES

Amalgamated Bank’s H&E Equipment Services HEES Stock Holding History

Amalgamated Bank’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
2025
Q2 		– Sell
-1,134
Closed -$107K – 3060
2025
Q1 		$107K Buy
1,134
+4
+0.4% +$348 ﹤0.01% 1663
2024
Q4 		$55K Hold
1,130
– – ﹤0.01% 1816
2024
Q3 		$55K Hold
1,130
– – ﹤0.01% 1818
2024
Q2 		$50K Buy
1,130
+38
+3% +$1.95K ﹤0.01% 1853
2024
Q1 		$70K Sell
1,092
-3,471
-76% -$190K ﹤0.01% 1787
2023
Q4 		$239K Sell
4,563
-325
-7% -$14.7K ﹤0.01% 1740
2023
Q3 		$211K Hold
4,888
– – ﹤0.01% 1767
2023
Q2 		$224K Buy
4,888
+365
+8% +$14.6K ﹤0.01% 1784
2023
Q1 		$200K Sell
4,523
-605
-12% -$29.5K ﹤0.01% 1802
2022
Q4 		$233K Hold
5,128
– – ﹤0.01% 1799
2022
Q3 		$145K Buy
5,128
+79
+2% +$2.48K ﹤0.01% 1978
2022
Q2 		$146K Sell
5,049
-195
-4% -$6.85K ﹤0.01% 2014
2022
Q1 		$228K Sell
5,244
-435
-8% -$18.3K ﹤0.01% 1892
2021
Q4 		$251K Buy
+5,679
New +$248K ﹤0.01% 1891
2021
Q3 		– Sell
-6,074
Closed -$202K – 2172
2021
Q2 		$202K Buy
+6,074
New +$223K ﹤0.01% 2026

Other funds holding HEES

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Osaic Holdings
Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return
BIG
Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return

Amalgamated Bank's HEES Position: Q2 2025 in Review

Amalgamated Bank sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 1,134 shares — an estimated $107K sold.

Amalgamated Bank first reported a position in HEES in Q2 2021 and held it in 15 quarters. The position peaked at $251K in Q4 2021. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

  • Amalgamated Bank reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
  • Amalgamated Bank sold 1,134 H&E Equipment Services shares in Q2 2025, an estimated $107K.
  • Amalgamated Bank first reported a position in H&E Equipment Services in Q2 2021 and held it in 15 quarters.
  • Amalgamated Bank's H&E Equipment Services position peaked at $251K in Q4 2021.
  • 3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on Amalgamated Bank's 13F filing for Q2 2025, filed 4 Aug 2025.