Bank of America
HEES

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

Bank of America’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
-253,548
Closed -$24M – 8505
2025
Q1 		$24M Sell
253,548
-524,179
-67% -$45.6M ﹤0.01% 2247
2024
Q4 		$38.1M Sell
777,727
-103,951
-12% -$5.66M ﹤0.01% 1731
2024
Q3 		$42.9M Buy
881,678
+2,114
+0.2% +$99.4K ﹤0.01% 1699
2024
Q2 		$38.9M Buy
879,564
+3,833
+0.4% +$197K ﹤0.01% 1643
2024
Q1 		$56.2M Sell
875,731
-10,158
-1% -$557K 0.01% 1399
2023
Q4 		$46.3M Buy
885,889
+66,004
+8% +$2.98M ﹤0.01% 1409
2023
Q3 		$35.4M Buy
819,885
+88,511
+12% +$4.03M ﹤0.01% 1525
2023
Q2 		$33.5M Sell
731,374
-171,979
-19% -$6.87M ﹤0.01% 1610
2023
Q1 		$40M Buy
903,353
+568,416
+170% +$27.7M ﹤0.01% 1532
2022
Q4 		$15.2M Buy
334,937
+44,174
+15% +$1.71M ﹤0.01% 2260
2022
Q3 		$8.24M Sell
290,763
-75,583
-21% -$2.38M ﹤0.01% 2819
2022
Q2 		$10.6M Buy
366,346
+30,760
+9% +$1.08M ﹤0.01% 2634
2022
Q1 		$14.6M Buy
335,586
+46,151
+16% +$1.94M ﹤0.01% 2471
2021
Q4 		$12.8M Buy
289,435
+90,138
+45% +$3.93M ﹤0.01% 2678
2021
Q3 		$6.92M Sell
199,297
-13,746
-6% -$456K ﹤0.01% 3244
2021
Q2 		$7.09M Sell
213,043
-45,609
-18% -$1.67M ﹤0.01% 3191
2021
Q1 		$9.83M Buy
258,652
+102,633
+66% +$3.28M ﹤0.01% 2737
2020
Q4 		$4.65M Buy
156,019
+21,171
+16% +$545K ﹤0.01% 3201
2020
Q3 		$2.65M Sell
134,848
-22,219
-14% -$434K ﹤0.01% 3457
2020
Q2 		$2.9M Sell
157,067
-138,207
-47% -$2.2M ﹤0.01% 3328
2020
Q1 		$4.33M Sell
295,274
-184,430
-38% -$4.46M ﹤0.01% 2792
2019
Q4 		$16M Sell
479,704
-56,135
-10% -$1.82M ﹤0.01% 2095
2019
Q3 		$15.5M Buy
535,839
+12,547
+2% +$339K ﹤0.01% 2082
2019
Q2 		$15.2M Buy
523,292
+204,154
+64% +$5.68M ﹤0.01% 2116
2019
Q1 		$8.01M Sell
319,138
-7,541
-2% -$198K ﹤0.01% 2702
2018
Q4 		$6.67M Sell
326,679
-468,806
-59% -$11.5M ﹤0.01% 2701
2018
Q3 		$30.1M Sell
795,485
-188,852
-19% -$6.84M ﹤0.01% 1498
2018
Q2 		$37M Buy
984,337
+193,766
+25% +$7.23M 0.01% 1299
2018
Q1 		$30.4M Buy
790,571
+699,622
+769% +$27.5M 0.01% 1437
2017
Q4 		$3.7M Sell
90,949
-18,108
-17% -$620K ﹤0.01% 3404
2017
Q3 		$3.18M Sell
109,057
-153,924
-59% -$3.58M ﹤0.01% 3594
2017
Q2 		$5.37M Buy
262,981
+37,680
+17% +$790K ﹤0.01% 2968
2017
Q1 		$5.53M Buy
225,301
+72,306
+47% +$1.77M ﹤0.01% 2929
2016
Q4 		$3.56M Buy
152,995
+49,236
+47% +$902K ﹤0.01% 3271
2016
Q3 		$1.74M Buy
103,759
+8,155
+9% +$140K ﹤0.01% 3759
2016
Q2 		$1.82M Buy
95,604
+2,381
+3% +$44.8K ﹤0.01% 3707
2016
Q1 		$1.63M Buy
93,223
+66,605
+250% +$966K ﹤0.01% 3741
2015
Q4 		$466K Sell
26,618
-153,299
-85% -$2.82M ﹤0.01% 4865
2015
Q3 		$3.01M Sell
179,917
-206,023
-53% -$3.62M ﹤0.01% 3382
2015
Q2 		$7.71M Buy
385,940
+276,722
+253% +$6.62M ﹤0.01% 2175
2015
Q1 		$2.73M Buy
109,218
+72,755
+200% +$1.64M ﹤0.01% 2957
2014
Q4 		$1.02M Sell
36,463
-3,343
-8% -$113K ﹤0.01% 4015
2014
Q3 		$1.6M Buy
39,806
+6,042
+18% +$235K ﹤0.01% 3582
2014
Q2 		$1.23M Buy
33,764
+26,523
+366% +$972K ﹤0.01% 3811
2014
Q1 		$293K Buy
7,241
+2,748
+61% +$91.2K ﹤0.01% 5093
2013
Q4 		$133K Sell
4,493
-24,477
-84% -$670K ﹤0.01% 5921
2013
Q3 		$769K Sell
28,970
-45,173
-61% -$1.08M ﹤0.01% 4211
2013
Q2 		$1.56M Buy
+74,143
New +$1.55M ﹤0.01% 3498

Other funds holding HEES

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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

Bank of America's HEES Position: Q2 2025 in Review

Bank of America sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 253,548 shares — an estimated $24M sold.

Bank of America first reported a position in HEES in Q2 2013 and held it in 48 quarters. The position peaked at $56.2M in Q1 2024. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

  • Bank of America reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
  • Bank of America sold 253,548 H&E Equipment Services shares in Q2 2025, an estimated $24M.
  • Bank of America first reported a position in H&E Equipment Services in Q2 2013 and held it in 48 quarters.
  • Bank of America's H&E Equipment Services position peaked at $56.2M in Q1 2024.
  • 3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on Bank of America's 13F filing for Q2 2025, filed 14 Aug 2025.