Citigroup
HEES

Citigroup’s H&E Equipment Services HEES Stock Holding History

Citigroup’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
-91,959
Closed -$8.72M – 5757
2025
Q1 		$8.72M Buy
91,959
+56,007
+156% +$4.87M ﹤0.01% 1457
2024
Q4 		$1.76M Buy
35,952
+11,525
+47% +$628K ﹤0.01% 2918
2024
Q3 		$1.19M Buy
24,427
+6,463
+36% +$304K ﹤0.01% 3125
2024
Q2 		$793K Sell
17,964
-3,558
-17% -$182K ﹤0.01% 3070
2024
Q1 		$1.38M Buy
21,522
+9,359
+77% +$513K ﹤0.01% 2761
2023
Q4 		$636K Buy
12,163
+6,034
+98% +$273K ﹤0.01% 3226
2023
Q3 		$265K Sell
6,129
-9,983
-62% -$455K ﹤0.01% 3495
2023
Q2 		$737K Buy
16,112
+11,560
+254% +$462K ﹤0.01% 3067
2023
Q1 		$201K Buy
4,552
+607
+15% +$29.6K ﹤0.01% 3727
2022
Q4 		$179K Sell
3,945
-140
-3% -$5.42K ﹤0.01% 3773
2022
Q3 		$115K Sell
4,085
-1,436
-26% -$45.2K ﹤0.01% 4021
2022
Q2 		$159K Sell
5,521
-1,985
-26% -$69.7K ﹤0.01% 3969
2022
Q1 		$326K Sell
7,506
-7,350
-49% -$309K ﹤0.01% 3788
2021
Q4 		$657K Buy
14,856
+4,387
+42% +$191K ﹤0.01% 3609
2021
Q3 		$363K Sell
10,469
-1,615
-13% -$53.6K ﹤0.01% 3829
2021
Q2 		$402K Buy
12,084
+9,616
+390% +$352K ﹤0.01% 3845
2021
Q1 		$93K Sell
2,468
-4,735
-66% -$152K ﹤0.01% 4402
2020
Q4 		$214K Buy
7,203
+5,315
+282% +$137K ﹤0.01% 4939
2020
Q3 		$37K Sell
1,888
-10,137
-84% -$198K ﹤0.01% 5774
2020
Q2 		$222K Buy
12,025
+1,289
+12% +$20.5K ﹤0.01% 4938
2020
Q1 		$157K Sell
10,736
-12,282
-53% -$297K ﹤0.01% 4938
2019
Q4 		$769K Buy
23,018
+4,469
+24% +$145K ﹤0.01% 4028
2019
Q3 		$536K Buy
18,549
+3,768
+25% +$102K ﹤0.01% 4270
2019
Q2 		$430K Buy
14,781
+2,020
+16% +$56.2K ﹤0.01% 4567
2019
Q1 		$320K Sell
12,761
-1,198
-9% -$31.5K ﹤0.01% 4636
2018
Q4 		$286K Buy
13,959
+144
+1% +$3.53K ﹤0.01% 4669
2018
Q3 		$522K Buy
13,815
+5,138
+59% +$186K ﹤0.01% 4228
2018
Q2 		$326K Sell
8,677
-13,575
-61% -$506K ﹤0.01% 4538
2018
Q1 		$857K Buy
22,252
+14,682
+194% +$577K ﹤0.01% 3407
2017
Q4 		$308K Buy
7,570
+2,220
+41% +$76K ﹤0.01% 4619
2017
Q3 		$156K Sell
5,350
-3,190
-37% -$74.1K ﹤0.01% 5195
2017
Q2 		$175K Sell
8,540
-2,675
-24% -$56.1K ﹤0.01% 4920
2017
Q1 		$275K Sell
11,215
-40,515
-78% -$992K ﹤0.01% 4386
2016
Q4 		$1.2M Buy
51,730
+34,407
+199% +$630K ﹤0.01% 3485
2016
Q3 		$291K Buy
17,323
+3,702
+27% +$63.5K ﹤0.01% 4371
2016
Q2 		$259K Sell
13,621
-19,463
-59% -$366K ﹤0.01% 4260
2016
Q1 		$579K Buy
33,084
+17,993
+119% +$261K ﹤0.01% 3965
2015
Q4 		$264K Buy
15,091
+12,211
+424% +$224K ﹤0.01% 4483
2015
Q3 		$48K Sell
2,880
-2,343
-45% -$41.2K ﹤0.01% 5460
2015
Q2 		$104K Sell
5,223
-9,870
-65% -$236K ﹤0.01% 4962
2015
Q1 		$377K Sell
15,093
-8,880
-37% -$200K ﹤0.01% 4004
2014
Q4 		$673K Buy
23,973
+12,309
+106% +$418K ﹤0.01% 3567
2014
Q3 		$470K Buy
11,664
+6,232
+115% +$243K ﹤0.01% 3580
2014
Q2 		$197K Sell
5,432
-9,468
-64% -$347K ﹤0.01% 4150
2014
Q1 		$603K Sell
14,900
-4,055
-21% -$135K ﹤0.01% 3300
2013
Q4 		$562K Buy
18,955
+12,679
+202% +$347K ﹤0.01% 3684
2013
Q3 		$166K Buy
6,276
+1,770
+39% +$42.1K ﹤0.01% 4325
2013
Q2 		$95K Buy
+4,506
New +$94.2K ﹤0.01% 4898

Other funds holding HEES

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Osaic Holdings
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

Citigroup's HEES Position: Q2 2025 in Review

Citigroup sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 91,959 shares — an estimated $8.72M sold.

Citigroup first reported a position in HEES in Q2 2013 and held it in 48 quarters. The position peaked at $8.72M in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

  • Citigroup reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
  • Citigroup sold 91,959 H&E Equipment Services shares in Q2 2025, an estimated $8.72M.
  • Citigroup first reported a position in H&E Equipment Services in Q2 2013 and held it in 48 quarters.
  • Citigroup's H&E Equipment Services position peaked at $8.72M in Q1 2025.
  • 3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on Citigroup's 13F filing for Q2 2025, filed 11 Aug 2025.