CIBC Private Wealth Group
HEES

CIBC Private Wealth Group’s H&E Equipment Services HEES Stock Holding History

CIBC Private Wealth Group’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
-4,172
Closed -$190K – 3176
2024
Q4 		$190K Buy
4,172
+1,166
+39% +$63.5K ﹤0.01% 1176
2024
Q3 		$146K Sell
3,006
-227
-7% -$10.7K ﹤0.01% 1332
2024
Q2 		$140K Sell
3,233
-621
-16% -$31.8K ﹤0.01% 1255
2024
Q1 		$243K Buy
+3,854
New +$211K ﹤0.01% 1046
2018
Q4 		– Sell
-52,357
Closed -$1.98M – 898
2018
Q3 		$1.98M Sell
52,357
-1,314
-2% -$47.6K 0.01% 503
2018
Q2 		$2.02M Buy
+53,671
New +$2M 0.01% 491
2015
Q3 		– Sell
-15,935
Closed -$318K – 602
2015
Q2 		$318K Sell
15,935
-2,900
-15% -$69.4K ﹤0.01% 585
2015
Q1 		$470K Hold
18,835
– – ﹤0.01% 556
2014
Q4 		$529K Buy
18,835
+835
+5% +$28.3K ﹤0.01% 536
2014
Q3 		$725K Sell
18,000
-435
-2% -$16.9K 0.01% 493
2014
Q2 		$670K Sell
18,435
-18,440
-50% -$676K 0.01% 493
2014
Q1 		$1.47M Buy
+36,875
New +$1.22M 0.01% 393

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

CIBC Private Wealth Group's HEES Position: Q1 2025 in Review

CIBC Private Wealth Group sold out of H&E Equipment Services (HEES) in Q1 2025, closing a stake of 4,172 shares — an estimated $190K sold.

CIBC Private Wealth Group first reported a position in HEES in Q1 2014 and held it in 12 quarters. The position peaked at $2.02M in Q2 2018. 250 funds tracked by Wall St. Rank hold HEES as of Q1 2025.

  • CIBC Private Wealth Group reported no remaining H&E Equipment Services position as of Q1 2025 after selling out during the quarter.
  • CIBC Private Wealth Group sold 4,172 H&E Equipment Services shares in Q1 2025, an estimated $190K.
  • CIBC Private Wealth Group first reported a position in H&E Equipment Services in Q1 2014 and held it in 12 quarters.
  • CIBC Private Wealth Group's H&E Equipment Services position peaked at $2.02M in Q2 2018.
  • 250 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2025.

Based on CIBC Private Wealth Group's 13F filing for Q1 2025, filed 14 May 2025.