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
Q3 		– Sell
-1,400
Closed -$26K – 7509
2020
Q2 		$26K Sell
1,400
-2,000
-59% -$31.8K ﹤0.01% 6411
2020
Q1 		$50K Buy
3,400
+2,400
+240% +$58.1K ﹤0.01% 5975
2019
Q4 		$33K Sell
1,000
-1,000
-50% -$32.4K ﹤0.01% 6637
2019
Q3 		$58K Sell
2,000
-400
-17% -$10.8K ﹤0.01% 6038
2019
Q2 		$70K Buy
2,400
+800
+50% +$22.3K ﹤0.01% 6181
2019
Q1 		$40K Sell
1,600
-400
-20% -$10.5K ﹤0.01% 6510
2018
Q4 		$41K Hold
2,000
– – ﹤0.01% 6395
2018
Q3 		$76K Sell
2,000
-5,800
-74% -$210K ﹤0.01% 6155
2018
Q2 		$293K Buy
7,800
+7,700
+7,700% +$287K ﹤0.01% 4654
2018
Q1 		$4K Sell
100
-300
-75% -$11.8K ﹤0.01% 7249
2017
Q4 		$16K Sell
400
-1,100
-73% -$37.6K ﹤0.01% 6830
2017
Q3 		$44K Sell
1,500
-7,100
-83% -$165K ﹤0.01% 6047
2017
Q2 		$176K Buy
+8,600
New +$180K ﹤0.01% 4915

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.