Cambridge Investment Research Advisors’s H&E Equipment Services HEES Stock Holding History

Cambridge Investment Research Advisors’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	-3,405	Closed	-$323K	–	3689
2025 Q1	$323K	Buy	+3,405	New	+$296K	﹤0.01%	2796

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

Cambridge Investment Research Advisors's HEES Position: Q2 2025 in Review

Cambridge Investment Research Advisors sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 3,405 shares — an estimated $323K sold.

Cambridge Investment Research Advisors first reported a position in HEES in Q1 2025 and held it in 1 quarter. The position peaked at $323K in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

Cambridge Investment Research Advisors reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
Cambridge Investment Research Advisors sold 3,405 H&E Equipment Services shares in Q2 2025, an estimated $323K.
Cambridge Investment Research Advisors first reported a position in H&E Equipment Services in Q1 2025 and held it in 1 quarter.
Cambridge Investment Research Advisors's H&E Equipment Services position peaked at $323K in Q1 2025.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on Cambridge Investment Research Advisors's 13F filing for Q2 2025, filed 31 Jul 2025.