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

Envestnet 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	-9,426	Closed	-$462K	–	4399
2024 Q4	$462K	Buy	9,426 +2,587	+38%	+$141K	﹤0.01%	3626
2024 Q3	$333K	Sell	6,839 -6,579	-49%	-$309K	﹤0.01%	3765
2024 Q2	$593K	Buy	13,418 +4,869	+57%	+$250K	﹤0.01%	3358
2024 Q1	$549K	Sell	8,549 -23	-0.3%	-$1.26K	﹤0.01%	3374
2023 Q4	$449K	Sell	8,572 -6,684	-44%	-$302K	﹤0.01%	3387
2023 Q3	$659K	Buy	15,256 +1,808	+13%	+$82.4K	﹤0.01%	3093
2023 Q2	$615K	Sell	13,448 -881	-6%	-$35.2K	﹤0.01%	3096
2023 Q1	$634K	Buy	14,329 +801	+6%	+$39.1K	﹤0.01%	2991
2022 Q4	$614K	Sell	13,528 -151	-1%	-$5.85K	﹤0.01%	2970
2022 Q3	$388K	Buy	13,679 +211	+2%	+$6.64K	﹤0.01%	3190
2022 Q2	$390K	Sell	13,468 -12,139	-47%	-$426K	﹤0.01%	3198
2022 Q1	$1.11M	Buy	25,607 +2,052	+9%	+$86.3K	﹤0.01%	2586
2021 Q4	$1.04M	Buy	23,555 +4,615	+24%	+$201K	﹤0.01%	2608
2021 Q3	$657K	Buy	18,940 +2,060	+12%	+$68.3K	﹤0.01%	2800
2021 Q2	$562K	Buy	16,880 +7,102	+73%	+$260K	﹤0.01%	2900
2021 Q1	$372K	Buy	9,778 +127	+1%	+$4.07K	﹤0.01%	3018
2020 Q4	$288K	Buy	+9,651	New	+$249K	﹤0.01%	2944
2020 Q2	–	Sell	-10,060	Closed	-$148K	–	3124
2020 Q1	$148K	Sell	10,060 -1,136	-10%	-$27.5K	﹤0.01%	2784
2019 Q4	$374K	Buy	+11,196	New	+$363K	﹤0.01%	2633
2019 Q3	–	Sell	-7,331	Closed	-$213K	–	3118
2019 Q2	$213K	Buy	+7,331	New	+$204K	﹤0.01%	2855
2018 Q3	–	Sell	-63	Closed	-$2K	–	1826
2018 Q2	$2K	Hold	63	–	–	﹤0.01%	2734
2018 Q1	$2K	Buy	+63	New	+$2.48K	﹤0.01%	2700
2017 Q1	–	Sell	-6,210	Closed	-$145K	–	3132
2016 Q4	$145K	Buy	+6,210	New	+$114K	﹤0.01%	2031
2015 Q1	–	Sell	-168	Closed	-$5K	–	2201
2014 Q4	$5K	Sell	168 -28	-14%	-$950	﹤0.01%	2135
2014 Q3	$8K	Buy	196 +1	+0.5%	+$39	﹤0.01%	2193
2014 Q2	$7K	Buy	195 +128	+191%	+$4.69K	﹤0.01%	2171
2014 Q1	$3K	Sell	67 -15	-18%	-$498	﹤0.01%	2210
2013 Q4	$2K	Buy	+82	New	+$2.25K	﹤0.01%	2238