Axa
HEES

Axa’s H&E Equipment Services HEES Stock Holding History

Axa’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
Q1 		– Sell
-4,300
Closed -$211K – 1087
2024
Q4 		$211K Sell
4,300
-2,300
-35% -$125K ﹤0.01% 1030
2024
Q3 		$321K Sell
6,600
-48,300
-88% -$2.27M ﹤0.01% 1004
2024
Q2 		$2.42M Hold
54,900
– – 0.01% 713
2024
Q1 		$3.52M Hold
54,900
– – 0.01% 644
2023
Q4 		$2.87M Buy
54,900
+1,600
+3% +$72.3K 0.01% 670
2023
Q3 		$2.3M Buy
+53,300
New +$2.43M 0.01% 687
2019
Q4 		– Sell
-8,214
Closed -$237K – 1229
2019
Q3 		$237K Buy
+8,214
New +$222K ﹤0.01% 1228
2016
Q3 		– Sell
-8,160
Closed -$155K – 1257
2016
Q2 		$155K Buy
+8,160
New +$153K ﹤0.01% 1196
2016
Q1 		– Sell
-2,000
Closed -$35K – 1358
2015
Q4 		$35K Buy
+2,000
New +$36.7K ﹤0.01% 1325

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
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Axa's HEES Position: Q1 2025 in Review

Axa sold out of H&E Equipment Services (HEES) in Q1 2025, closing a stake of 4,300 shares — an estimated $211K sold.

Axa first reported a position in HEES in Q4 2015 and held it in 9 quarters. The position peaked at $3.52M in Q1 2024. 250 funds tracked by Wall St. Rank hold HEES as of Q1 2025.

  • Axa reported no remaining H&E Equipment Services position as of Q1 2025 after selling out during the quarter.
  • Axa sold 4,300 H&E Equipment Services shares in Q1 2025, an estimated $211K.
  • Axa first reported a position in H&E Equipment Services in Q4 2015 and held it in 9 quarters.
  • Axa's H&E Equipment Services position peaked at $3.52M in Q1 2024.
  • 250 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2025.

Based on Axa's 13F filing for Q1 2025, filed 15 May 2025.