Banco BTG Pactual’s H&E Equipment Services HEES Stock Holding History

Banco BTG Pactual’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	-7,000	Closed	-$338K	–	221
2024 Q4	$338K	Buy	+7,000	New	+$381K	0.08%	127

Other funds holding HEES

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

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

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

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

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

Norges Bank Oslo, Norway $935B AUM

Banco BTG Pactual's HEES Position: Q1 2025 in Review

Banco BTG Pactual sold out of H&E Equipment Services (HEES) in Q1 2025, closing a stake of 7,000 shares — an estimated $338K sold.

Banco BTG Pactual first reported a position in HEES in Q4 2024 and held it in 1 quarter. The position peaked at $338K in Q4 2024. 250 funds tracked by Wall St. Rank hold HEES as of Q1 2025.

Banco BTG Pactual reported no remaining H&E Equipment Services position as of Q1 2025 after selling out during the quarter.
Banco BTG Pactual sold 7,000 H&E Equipment Services shares in Q1 2025, an estimated $338K.
Banco BTG Pactual first reported a position in H&E Equipment Services in Q4 2024 and held it in 1 quarter.
Banco BTG Pactual's H&E Equipment Services position peaked at $338K in Q4 2024.
250 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2025.

Based on Banco BTG Pactual's 13F filing for Q1 2025, filed 14 May 2025.