BAM
HEES

Byrne Asset Management’s H&E Equipment Services HEES Stock Holding History

Byrne Asset 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
-360
Closed -$17.6K – 578
2024
Q4 		$17.6K Sell
360
-50
-12% -$2.72K 0.01% 316
2024
Q3 		$20K Buy
+410
New +$19.3K 0.01% 302
2023
Q4 		– Sell
-55
Closed -$2K – 560
2023
Q3 		$2K Hold
55
– – ﹤0.01% 477
2023
Q2 		$3K Hold
55
– – ﹤0.01% 507
2023
Q1 		$2K Buy
+55
New +$2.68K ﹤0.01% 547
2022
Q1 		– Sell
-180
Closed -$8K – 535
2021
Q4 		$8K Buy
+180
New +$7.85K 0.01% 410

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