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 Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return

American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HBK Investments Dallas, Texas $10.3B AUM 67.69% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Byrne Asset Management's HEES Position: Q1 2025 in Review

Byrne Asset Management sold out of H&E Equipment Services (HEES) in Q1 2025, closing a stake of 360 shares — an estimated $17.6K sold.

Byrne Asset Management first reported a position in HEES in Q4 2021 and held it in 6 quarters. The position peaked at $20K in Q3 2024. 249 funds tracked by Wall St. Rank hold HEES as of Q1 2025.

Byrne Asset Management reported no remaining H&E Equipment Services position as of Q1 2025 after selling out during the quarter.
Byrne Asset Management sold 360 H&E Equipment Services shares in Q1 2025, an estimated $17.6K.
Byrne Asset Management first reported a position in H&E Equipment Services in Q4 2021 and held it in 6 quarters.
Byrne Asset Management's H&E Equipment Services position peaked at $20K in Q3 2024.
249 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2025.

Based on Byrne Asset Management's 13F filing for Q1 2025, filed 16 Apr 2025.