Fidelity Investments’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
Q2 | – | Sell |
-7,379
| Closed | -$699K | – | 5399 |
|
|
2025
Q1 | $699K | Buy |
7,379
+5,496
| +292% | +$478K | ﹤0.01% | 2800 |
|
|
2024
Q4 | $92.2K | Buy |
1,883
+281
| +18% | +$15.3K | ﹤0.01% | 3589 |
|
|
2024
Q3 | $78K | Sell |
1,602
-62,777
| -98% | -$2.95M | ﹤0.01% | 3578 |
|
|
2024
Q2 | $2.84M | Buy |
64,379
+6,529
| +11% | +$335K | ﹤0.01% | 2255 |
|
|
2024
Q1 | $3.71M | Sell |
57,850
-5,983
| -9% | -$328K | ﹤0.01% | 2157 |
|
|
2023
Q4 | $3.34M | Buy |
63,833
+17,468
| +38% | +$789K | ﹤0.01% | 2181 |
|
|
2023
Q3 | $2M | Buy |
46,365
+45,492
| +5,211% | +$2.07M | ﹤0.01% | 2281 |
|
|
2023
Q2 | $39.9K | Sell |
873
-27
| -3% | -$1.08K | ﹤0.01% | 3544 |
|
|
2023
Q1 | $39.8K | Sell |
900
-35,875
| -98% | -$1.75M | ﹤0.01% | 3548 |
|
|
2022
Q4 | $1.67M | Buy |
36,775
+27,401
| +292% | +$1.06M | ﹤0.01% | 2423 |
|
|
2022
Q3 | $265K | Buy |
9,374
+8,506
| +980% | +$268K | ﹤0.01% | 2972 |
|
|
2022
Q2 | $25K | Sell |
868
-372
| -30% | -$13.1K | ﹤0.01% | 3810 |
|
|
2022
Q1 | $54K | Sell |
1,240
-12,533
| -91% | -$527K | ﹤0.01% | 3659 |
|
|
2021
Q4 | $610K | Buy |
13,773
+13,625
| +9,206% | +$594K | ﹤0.01% | 2755 |
|
|
2021
Q3 | $5K | Buy |
148
+6
| +4% | +$199 | ﹤0.01% | 3794 |
|
|
2021
Q2 | $5K | Sell |
142
-27,540
| -99% | -$1.01M | ﹤0.01% | 3725 |
|
|
2021
Q1 | $1.05M | Buy |
27,682
+27,499
| +15,027% | +$880K | ﹤0.01% | 2576 |
|
|
2020
Q4 | $5K | Buy |
183
+1
| +0.5% | +$26 | ﹤0.01% | 3443 |
|
|
2020
Q3 | $4K | Buy |
+182
| New | +$3.56K | ﹤0.01% | 3350 |
|
|
2020
Q1 | – | Sell |
-10
| Closed | – | – | 3892 |
|
|
2019
Q4 | $0 | Hold |
10
| – | – | ﹤0.01% | 3992 |
|
|
2019
Q3 | $0 | Sell |
10
-21
| -68% | -$568 | ﹤0.01% | 3970 |
|
|
2019
Q2 | $1K | Buy |
+31
| New | +$862 | ﹤0.01% | 3609 |
|
|
2019
Q1 | – | Sell |
-3
| Closed | – | – | 3854 |
|
|
2018
Q4 | $0 | Sell |
3
-107
| -97% | -$2.62K | ﹤0.01% | 3783 |
|
|
2018
Q3 | $4K | Buy |
+110
| New | +$3.98K | ﹤0.01% | 3291 |
|
Other funds holding HEES
Fidelity Investments's HEES Position: Q2 2025 in Review
Fidelity Investments sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 7,379 shares — an estimated $699K sold.
Fidelity Investments first reported a position in HEES in Q3 2018 and held it in 24 quarters. The position peaked at $3.71M in Q1 2024. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.
- Fidelity Investments reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
- Fidelity Investments sold 7,379 H&E Equipment Services shares in Q2 2025, an estimated $699K.
- Fidelity Investments first reported a position in H&E Equipment Services in Q3 2018 and held it in 24 quarters.
- Fidelity Investments's H&E Equipment Services position peaked at $3.71M in Q1 2024.
- 3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.
Based on Fidelity Investments's 13F filing for Q2 2025, filed 14 Aug 2025.