Federated Hermes’s H&E Equipment Services HEES Stock Holding History
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 | – | 2112 |
|
|
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 | – | 2001 |
|
|
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 | 0.05% | 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
PCM
UOC
HI