Americana Partners’s H&E Equipment Services HEES Stock Holding History

Americana Partners’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	-5,154	Closed	-$489K	–	426
2025 Q1	$489K	Sell	5,154 -658	-11%	-$57.3K	0.02%	271
2024 Q4	$285K	Buy	5,812 +8	+0.1%	+$436	0.01%	345
2024 Q3	$283K	Buy	+5,804	New	+$273K	0.02%	321
2024 Q2	–	Sell	-4,892	Closed	-$314K	–	359
2024 Q1	$314K	Sell	4,892 -96	-2%	-$5.26K	0.03%	282
2023 Q4	$261K	Buy	4,988 +205	+4%	+$9.26K	0.02%	273
2023 Q3	$202K	Buy	+4,783	New	+$218K	0.02%	278

Other funds holding HEES

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

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

Americana Partners's HEES Position: Q2 2025 in Review

Americana Partners sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 5,154 shares — an estimated $489K sold.

Americana Partners first reported a position in HEES in Q3 2023 and held it in 6 quarters. The position peaked at $489K in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

Americana Partners reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
Americana Partners sold 5,154 H&E Equipment Services shares in Q2 2025, an estimated $489K.
Americana Partners first reported a position in H&E Equipment Services in Q3 2023 and held it in 6 quarters.
Americana Partners's H&E Equipment Services position peaked at $489K in Q1 2025.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on Americana Partners's 13F filing for Q2 2025, filed 7 Aug 2025.