Corebridge Financial’s H&E Equipment Services HEES Stock Holding History

Corebridge Financial’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	-15,806	Closed	-$1.5M	–	1195
2025 Q1	$1.5M	Sell	15,806 -234	-1%	-$20.4K	0.01%	1096
2024 Q4	$785K	Sell	16,040 -1,211	-7%	-$66K	﹤0.01%	1446
2024 Q3	$840K	Sell	17,251 -106	-0.6%	-$4.98K	﹤0.01%	1449
2024 Q2	$767K	Buy	+17,357	New	+$890K	﹤0.01%	1473

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

Corebridge Financial's HEES Position: Q2 2025 in Review

Corebridge Financial sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 15,806 shares — an estimated $1.5M sold.

Corebridge Financial first reported a position in HEES in Q2 2024 and held it in 4 quarters. The position peaked at $1.5M in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

Corebridge Financial reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
Corebridge Financial sold 15,806 H&E Equipment Services shares in Q2 2025, an estimated $1.5M.
Corebridge Financial first reported a position in H&E Equipment Services in Q2 2024 and held it in 4 quarters.
Corebridge Financial's H&E Equipment Services position peaked at $1.5M in Q1 2025.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on Corebridge Financial's 13F filing for Q2 2025, filed 12 Aug 2025.