Barrow, Hanley, Mewhinney & Strauss’s H&E Equipment Services HEES Stock Holding History

Barrow, Hanley, Mewhinney & Strauss’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	-134	Closed	-$6.56K	–	334
2024 Q4	$6.56K	Hold	134	–	–	﹤0.01%	252
2024 Q3	$6.52K	Buy	134 +65	+94%	+$3.06K	﹤0.01%	256
2024 Q2	$3.05K	Buy	69 +13	+23%	+$666	﹤0.01%	261
2024 Q1	$3.59K	Hold	56	–	–	﹤0.01%	251
2023 Q4	$2.93K	Buy	+56	New	+$2.53K	﹤0.01%	257
2020 Q2	–	Sell	-2,033	Closed	-$30K	–	356
2020 Q1	$30K	Buy	+2,033	New	+$49.2K	﹤0.01%	311

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

Barrow, Hanley, Mewhinney & Strauss's HEES Position: Q1 2025 in Review

Barrow, Hanley, Mewhinney & Strauss sold out of H&E Equipment Services (HEES) in Q1 2025, closing a stake of 134 shares — an estimated $6.56K sold.

Barrow, Hanley, Mewhinney & Strauss first reported a position in HEES in Q1 2020 and held it in 6 quarters. The position peaked at $30K in Q1 2020. 250 funds tracked by Wall St. Rank hold HEES as of Q1 2025.

Barrow, Hanley, Mewhinney & Strauss reported no remaining H&E Equipment Services position as of Q1 2025 after selling out during the quarter.
Barrow, Hanley, Mewhinney & Strauss sold 134 H&E Equipment Services shares in Q1 2025, an estimated $6.56K.
Barrow, Hanley, Mewhinney & Strauss first reported a position in H&E Equipment Services in Q1 2020 and held it in 6 quarters.
Barrow, Hanley, Mewhinney & Strauss's H&E Equipment Services position peaked at $30K in Q1 2020.
250 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2025.

Based on Barrow, Hanley, Mewhinney & Strauss's 13F filing for Q1 2025, filed 12 May 2025.