Coldstream Capital Management’s H&E Equipment Services HEES Stock Holding History

Coldstream Capital Management’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	-230	Closed	-$21.8K	–	2054
2025 Q1	$21.8K	Buy	+230	New	+$20K	﹤0.01%	2072

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

Coldstream Capital Management's HEES Position: Q2 2025 in Review

Coldstream Capital Management sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 230 shares — an estimated $21.8K sold.

Coldstream Capital Management first reported a position in HEES in Q1 2025 and held it in 1 quarter. The position peaked at $21.8K in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

Coldstream Capital Management reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
Coldstream Capital Management sold 230 H&E Equipment Services shares in Q2 2025, an estimated $21.8K.
Coldstream Capital Management first reported a position in H&E Equipment Services in Q1 2025 and held it in 1 quarter.
Coldstream Capital Management's H&E Equipment Services position peaked at $21.8K in Q1 2025.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on Coldstream Capital Management's 13F filing for Q2 2025, filed 12 Aug 2025.