Crestwood Advisors Group’s H&E Equipment Services HEES Stock Holding History

Crestwood Advisors Group’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	-7,068	Closed	-$670K	–	537
2025 Q1	$670K	Buy	7,068 +68	+1%	+$5.92K	0.01%	310
2024 Q4	$343K	Hold	7,000	–	–	0.01%	358
2024 Q3	$341K	Hold	7,000	–	–	0.01%	350
2024 Q2	$309K	Hold	7,000	–	–	0.01%	344
2024 Q1	$449K	Hold	7,000	–	–	0.01%	294
2023 Q4	$366K	Buy	+7,000	New	+$316K	0.01%	305

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

Crestwood Advisors Group's HEES Position: Q2 2025 in Review

Crestwood Advisors Group sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 7,068 shares — an estimated $670K sold.

Crestwood Advisors Group first reported a position in HEES in Q4 2023 and held it in 6 quarters. The position peaked at $670K in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

Crestwood Advisors Group reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
Crestwood Advisors Group sold 7,068 H&E Equipment Services shares in Q2 2025, an estimated $670K.
Crestwood Advisors Group first reported a position in H&E Equipment Services in Q4 2023 and held it in 6 quarters.
Crestwood Advisors Group's H&E Equipment Services position peaked at $670K in Q1 2025.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on Crestwood Advisors Group's 13F filing for Q2 2025, filed 5 Aug 2025.