Axa

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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.7T AUM 30.48% 1-Year Est. Return

Pentwater Capital Management Naples, Florida $14.1B AUM 58.13% 1-Year Est. Return

American Century Companies

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $761B AUM 31.28% 1-Year Est. Return

UBS O'Connor Chicago, Illinois $3.37B AUM 63.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $564B AUM 30.12% 1-Year Est. Return

HBK Investments Dallas, Texas $7.94B AUM 55.6% 1-Year Est. Return

Dimensional Fund Advisors

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM