BCM
HEES

BTC Capital Management’s H&E Equipment Services HEES Stock Holding History

BTC Capital 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
-10,918
Closed -$535K – 204
2024
Q4 		$535K Sell
10,918
-1,133
-9% -$61.7K 0.05% 156
2024
Q3 		$587K Buy
12,051
+2,549
+27% +$120K 0.05% 159
2024
Q2 		$420K Sell
9,502
-85
-0.9% -$4.36K 0.04% 173
2024
Q1 		$615K Buy
+9,587
New +$526K 0.06% 156
2023
Q3 		$369K Sell
8,537
-35
-0.4% -$1.59K 0.04% 178
2023
Q2 		$396K Sell
8,572
-2,694
-24% -$108K 0.04% 187
2023
Q1 		$496K Sell
11,266
-1,150
-9% -$56.1K 0.06% 149
2022
Q4 		$564K Sell
12,416
-549
-4% -$21.3K 0.07% 147
2022
Q3 		$368K Buy
12,965
+110
+0.9% +$3.46K 0.05% 184
2022
Q2 		$374K Buy
12,855
+1,635
+15% +$57.4K 0.05% 183
2022
Q1 		$489K Sell
11,220
-1,976
-15% -$83.1K 0.05% 188
2021
Q4 		$584K Buy
+13,196
New +$576K 0.06% 167
2021
Q3 		– Sell
-6,515
Closed -$216K – 213
2021
Q2 		$216K Sell
6,515
-2,759
-30% -$101K 0.02% 206
2021
Q1 		$353K Sell
9,274
-140
-1% -$4.48K 0.04% 182
2020
Q4 		$282K Buy
+9,414
New +$242K 0.03% 196

Other funds holding HEES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

BTC Capital Management's HEES Position: Q1 2025 in Review

BTC Capital Management sold out of H&E Equipment Services (HEES) in Q1 2025, closing a stake of 10,918 shares — an estimated $535K sold.

BTC Capital Management first reported a position in HEES in Q4 2020 and held it in 15 quarters. The position peaked at $615K in Q1 2024. 250 funds tracked by Wall St. Rank hold HEES as of Q1 2025.

  • BTC Capital Management reported no remaining H&E Equipment Services position as of Q1 2025 after selling out during the quarter.
  • BTC Capital Management sold 10,918 H&E Equipment Services shares in Q1 2025, an estimated $535K.
  • BTC Capital Management first reported a position in H&E Equipment Services in Q4 2020 and held it in 15 quarters.
  • BTC Capital Management's H&E Equipment Services position peaked at $615K in Q1 2024.
  • 250 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2025.

Based on BTC Capital Management's 13F filing for Q1 2025, filed 8 Apr 2025.