Federated Hermes
HEES

Federated Hermes’s H&E Equipment Services HEES Stock Holding History

Federated Hermes’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
-55,183
Closed -$2.7M – 2111
2024
Q4 		$2.7M Buy
55,183
+14,240
+35% +$776K 0.01% 864
2024
Q3 		$1.99M Sell
40,943
-5,407
-12% -$254K ﹤0.01% 932
2024
Q2 		$2.05M Buy
46,350
+326
+0.7% +$16.7K ﹤0.01% 918
2024
Q1 		$2.95M Sell
46,024
-15,893
-26% -$872K 0.01% 839
2023
Q4 		$3.24M Sell
61,917
-4,487
-7% -$203K 0.01% 823
2023
Q3 		$2.87M Buy
66,404
+1,085
+2% +$49.4K 0.01% 830
2023
Q2 		$2.99M Buy
65,319
+22,848
+54% +$913K 0.01% 830
2023
Q1 		$1.88M Sell
42,471
-32,534
-43% -$1.59M ﹤0.01% 979
2022
Q4 		$3.41M Buy
75,005
+22,879
+44% +$886K 0.01% 766
2022
Q3 		$1.48M Buy
52,126
+764
+1% +$24K ﹤0.01% 996
2022
Q2 		$1.49M Buy
51,362
+16,154
+46% +$567K ﹤0.01% 1008
2022
Q1 		$1.53M Sell
35,208
-9,748
-22% -$410K ﹤0.01% 1107
2021
Q4 		$1.99M Buy
44,956
+169
+0.4% +$7.37K ﹤0.01% 1062
2021
Q3 		$1.55M Buy
+44,787
New +$1.49M ﹤0.01% 1121
2018
Q3 		– Sell
-11
Closed -$1K – 2287
2018
Q2 		$1K Sell
11
-68,963
-100% -$2.57M ﹤0.01% 2142
2018
Q1 		$2.65M Buy
68,974
+29,076
+73% +$1.14M 0.01% 849
2017
Q4 		$1.62M Buy
+39,898
New +$1.37M ﹤0.01% 1024
2015
Q2 		– Sell
-467,080
Closed -$11.7M – 2000
2015
Q1 		$11.7M Sell
467,080
-43,430
-9% -$977K 0.04% 428
2014
Q4 		$14.3M Sell
510,510
-159,950
-24% -$5.43M 0.04% 357
2014
Q3 		$27M Buy
670,460
+228,060
+52% +$8.88M 0.09% 225
2014
Q2 		$16.1M Buy
+442,400
New +$16.2M 0.05% 352

Other funds holding HEES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Federated Hermes's HEES Position: Q1 2025 in Review

Federated Hermes sold out of H&E Equipment Services (HEES) in Q1 2025, closing a stake of 55,183 shares — an estimated $2.7M sold.

Federated Hermes first reported a position in HEES in Q2 2014 and held it in 21 quarters. The position peaked at $27M in Q3 2014. 250 funds tracked by Wall St. Rank hold HEES as of Q1 2025.

  • Federated Hermes reported no remaining H&E Equipment Services position as of Q1 2025 after selling out during the quarter.
  • Federated Hermes sold 55,183 H&E Equipment Services shares in Q1 2025, an estimated $2.7M.
  • Federated Hermes first reported a position in H&E Equipment Services in Q2 2014 and held it in 21 quarters.
  • Federated Hermes's H&E Equipment Services position peaked at $27M in Q3 2014.
  • 250 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2025.

Based on Federated Hermes's 13F filing for Q1 2025, filed 8 May 2025.