Cullen/Frost Bankers’s H&E Equipment Services HEES Stock Holding History

Cullen/Frost Bankers’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 Q1	–	Sell	-50	Closed	-$2.45K	–	1375
2024 Q4	$2.45K	Buy	+50	New	+$2.72K	﹤0.01%	1123

Other funds holding HEES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Cullen/Frost Bankers's HEES Position: Q1 2025 in Review

Cullen/Frost Bankers sold out of H&E Equipment Services (HEES) in Q1 2025, closing a stake of 50 shares — an estimated $2.45K sold.

Cullen/Frost Bankers first reported a position in HEES in Q4 2024 and held it in 1 quarter. The position peaked at $2.45K in Q4 2024. 250 funds tracked by Wall St. Rank hold HEES as of Q1 2025.

Cullen/Frost Bankers reported no remaining H&E Equipment Services position as of Q1 2025 after selling out during the quarter.
Cullen/Frost Bankers sold 50 H&E Equipment Services shares in Q1 2025, an estimated $2.45K.
Cullen/Frost Bankers first reported a position in H&E Equipment Services in Q4 2024 and held it in 1 quarter.
Cullen/Frost Bankers's H&E Equipment Services position peaked at $2.45K in Q4 2024.
250 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2025.

Based on Cullen/Frost Bankers's 13F filing for Q1 2025, filed 2 May 2025.