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
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		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% +$1.62M 0.34% 131
2024
Q3 		$1.01M Buy
+20,734
New +$975K 0.17% 182

Other funds holding HEES

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

EFG Asset Management's HEES Position: Q1 2025 in Review

EFG Asset Management sold out of H&E Equipment Services (HEES) in Q1 2025, closing a stake of 50,484 shares — an estimated $2.47M sold.

EFG Asset Management first reported a position in HEES in Q3 2024 and held it in 2 quarters. The position peaked at $2.47M in Q4 2024. 250 funds tracked by Wall St. Rank hold HEES as of Q1 2025.

  • EFG Asset Management reported no remaining H&E Equipment Services position as of Q1 2025 after selling out during the quarter.
  • EFG Asset Management sold 50,484 H&E Equipment Services shares in Q1 2025, an estimated $2.47M.
  • EFG Asset Management first reported a position in H&E Equipment Services in Q3 2024 and held it in 2 quarters.
  • EFG Asset Management's H&E Equipment Services position peaked at $2.47M in Q4 2024.
  • 250 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2025.

Based on EFG Asset Management's 13F filing for Q1 2025, filed 15 May 2025.