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
2020
Q4 		– Sell
-1,000
Closed -$20K – 7467
2020
Q3 		$20K Sell
1,000
-900
-47% -$17.6K ﹤0.01% 6197
2020
Q2 		$35K Buy
1,900
+100
+6% +$1.59K ﹤0.01% 6226
2020
Q1 		$26K Sell
1,800
-700
-28% -$16.9K ﹤0.01% 6506
2019
Q4 		$84K Buy
2,500
+2,200
+733% +$71.4K ﹤0.01% 5914
2019
Q3 		$9K Hold
300
– – ﹤0.01% 7121
2019
Q2 		$9K Sell
300
-1,000
-77% -$27.8K ﹤0.01% 7337
2019
Q1 		$33K Sell
1,300
-900
-41% -$23.7K ﹤0.01% 6661
2018
Q4 		$45K Buy
2,200
+400
+22% +$9.8K ﹤0.01% 6318
2018
Q3 		$68K Sell
1,800
-1,100
-38% -$39.8K ﹤0.01% 6257
2018
Q2 		$109K Sell
2,900
-700
-19% -$26.1K ﹤0.01% 5641
2018
Q1 		$139K Sell
3,600
-2,900
-45% -$114K ﹤0.01% 5308
2017
Q4 		$264K Sell
6,500
-3,500
-35% -$120K ﹤0.01% 4779
2017
Q3 		$292K Buy
10,000
+5,800
+138% +$135K ﹤0.01% 4640
2017
Q2 		$86K Buy
+4,200
New +$88.1K ﹤0.01% 5459

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.