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

Covestor’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	-26	Closed	-$3K	–	2428
2025 Q1	$3K	Sell	26 -4	-13%	-$348	﹤0.01%	1785
2024 Q4	$1K	Buy	30 +2	+7%	+$109	﹤0.01%	2050
2024 Q3	$1K	Buy	28 +19	+211%	+$893	﹤0.01%	1991
2024 Q2	$0	Buy	9 +2	+29%	+$103	﹤0.01%	2441
2024 Q1	$0	Hold	7	–	–	﹤0.01%	2438
2023 Q4	$0	Buy	7 +3	+75%	+$136	﹤0.01%	2357
2023 Q3	$0	Sell	4 -3	-43%	-$137	﹤0.01%	2343
2023 Q2	$0	Buy	7 +1	+17%	+$40	﹤0.01%	2342
2023 Q1	$0	Sell	6 -4	-40%	-$195	﹤0.01%	2250
2022 Q4	$0	Sell	10 -3	-23%	-$116	﹤0.01%	2274
2022 Q3	$0	Buy	13 +2	+18%	+$63	﹤0.01%	2240
2022 Q2	$0	Buy	11 +1	+10%	+$35	﹤0.01%	2104
2022 Q1	$0	Buy	10 +1	+11%	+$42	﹤0.01%	2247
2021 Q4	$0	Buy	+9	New	+$393	﹤0.01%	2194

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

Covestor's HEES Position: Q2 2025 in Review

Covestor sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 26 shares — an estimated $3K sold.

Covestor first reported a position in HEES in Q4 2021 and held it in 14 quarters. The position peaked at $3K in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

Covestor reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
Covestor sold 26 H&E Equipment Services shares in Q2 2025, an estimated $3K.
Covestor first reported a position in H&E Equipment Services in Q4 2021 and held it in 14 quarters.
Covestor's H&E Equipment Services position peaked at $3K in Q1 2025.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

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