Bridgewater Associates’s H&E Equipment Services HEES Stock Holding History

Bridgewater Associates’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	-21,311	Closed	-$2.02M	–	643
2025 Q1	$2.02M	Sell	21,311 -97,425	-82%	-$8.48M	0.01%	446
2024 Q4	$5.81M	Buy	118,736 +47,065	+66%	+$2.56M	0.03%	327
2024 Q3	$3.49M	Buy	+71,671	New	+$3.37M	0.02%	431
2023 Q3	–	Sell	-8,334	Closed	-$381K	–	772
2023 Q2	$381K	Buy	+8,334	New	+$333K	﹤0.01%	668

Other funds holding HEES

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

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

Bridgewater Associates's HEES Position: Q2 2025 in Review

Bridgewater Associates sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 21,311 shares — an estimated $2.02M sold.

Bridgewater Associates first reported a position in HEES in Q2 2023 and held it in 4 quarters. The position peaked at $5.81M in Q4 2024. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

Bridgewater Associates reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
Bridgewater Associates sold 21,311 H&E Equipment Services shares in Q2 2025, an estimated $2.02M.
Bridgewater Associates first reported a position in H&E Equipment Services in Q2 2023 and held it in 4 quarters.
Bridgewater Associates's H&E Equipment Services position peaked at $5.81M in Q4 2024.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on Bridgewater Associates's 13F filing for Q2 2025, filed 13 Aug 2025.