BGIM
HEES

Brandywine Global Investment Management’s H&E Equipment Services HEES Stock Holding History

Brandywine Global Investment Management’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
-122,745
Closed -$6.01M – 586
2024
Q4 		$6.01M Sell
122,745
-5,700
-4% -$310K 0.04% 323
2024
Q3 		$6.75M Sell
128,445
-3,571
-3% -$168K 0.05% 342
2024
Q2 		$5.83M Buy
+132,016
New +$6.77M 0.04% 371
2020
Q2 		– Sell
-129,193
Closed -$1.9M – 786
2020
Q1 		$1.9M Buy
129,193
+22,481
+21% +$544K 0.02% 442
2019
Q4 		$3.52M Sell
106,712
-5,706
-5% -$185K 0.02% 455
2019
Q3 		$3.25M Buy
+112,418
New +$3.04M 0.02% 467

Other funds holding HEES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B 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
Norges Bank Oslo, Norway $935B AUM

Brandywine Global Investment Management's HEES Position: Q1 2025 in Review

Brandywine Global Investment Management sold out of H&E Equipment Services (HEES) in Q1 2025, closing a stake of 122,745 shares — an estimated $6.01M sold.

Brandywine Global Investment Management first reported a position in HEES in Q3 2019 and held it in 6 quarters. The position peaked at $6.75M in Q3 2024. 250 funds tracked by Wall St. Rank hold HEES as of Q1 2025.

  • Brandywine Global Investment Management reported no remaining H&E Equipment Services position as of Q1 2025 after selling out during the quarter.
  • Brandywine Global Investment Management sold 122,745 H&E Equipment Services shares in Q1 2025, an estimated $6.01M.
  • Brandywine Global Investment Management first reported a position in H&E Equipment Services in Q3 2019 and held it in 6 quarters.
  • Brandywine Global Investment Management's H&E Equipment Services position peaked at $6.75M in Q3 2024.
  • 250 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2025.

Based on Brandywine Global Investment Management's 13F filing for Q1 2025, filed 13 May 2025.