DT
HEES

Diversified Trust’s H&E Equipment Services HEES Stock Holding History

Diversified Trust’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
-10,615
Closed -$520K – 972
2024
Q4 		$520K Buy
10,615
+574
+6% +$31.3K 0.01% 587
2024
Q3 		$489K Buy
10,041
+14
+0.1% +$658 0.01% 590
2024
Q2 		$443K Buy
10,027
+503
+5% +$25.8K 0.01% 571
2024
Q1 		$611K Buy
9,524
+2,288
+32% +$125K 0.02% 460
2023
Q4 		$379K Buy
+7,236
New +$327K 0.01% 583

Other funds holding HEES

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BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
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American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
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
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM