EAM
HEES

EFG Asset Management’s H&E Equipment Services HEES Stock Holding History

EFG Asset Management’s Portfolio HEES Stock Details HEES Fund Activity
Quarter Market Value Status Shares Shares
Change % 		Trade Value Portfolio Weight Portfolio Position
2025
Q1 		– Sell
-50,484
Closed -$2.47M – 185
2024
Q4 		$2.47M Buy
50,484
+29,750
+143% +$1.46M 0.34% 131
2024
Q3 		$1.01M Buy
+20,734
New +$1.01M 0.17% 182