CVA Family Office’s H&E Equipment Services HEES Stock Holding History

CVA Family Office’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	-9	Closed	-$853	–	1350
2025 Q1	$853	Hold	9	–	–	﹤0.01%	1143
2024 Q4	$441	Buy	+9	New	+$490	﹤0.01%	1259

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

CVA Family Office's HEES Position: Q2 2025 in Review

CVA Family Office sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 9 shares — an estimated $853 sold.

CVA Family Office first reported a position in HEES in Q4 2024 and held it in 2 quarters. The position peaked at $853 in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

CVA Family Office reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
CVA Family Office sold 9 H&E Equipment Services shares in Q2 2025, an estimated $853.
CVA Family Office first reported a position in H&E Equipment Services in Q4 2024 and held it in 2 quarters.
CVA Family Office's H&E Equipment Services position peaked at $853 in Q1 2025.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on CVA Family Office's 13F filing for Q2 2025, filed 31 Jul 2025.