Fidelity Investments
HEES

Fidelity Investments’s H&E Equipment Services HEES Stock Holding History

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-7,379
Closed -$699K 5402
2025
Q1
$699K Buy
7,379
+5,496
+292% +$521K ﹤0.01% 2800
2024
Q4
$92.2K Buy
1,883
+281
+18% +$13.8K ﹤0.01% 3586
2024
Q3
$78K Sell
1,602
-62,777
-98% -$3.06M ﹤0.01% 3572
2024
Q2
$2.84M Buy
64,379
+6,529
+11% +$288K ﹤0.01% 2253
2024
Q1
$3.71M Sell
57,850
-5,983
-9% -$384K ﹤0.01% 2155
2023
Q4
$3.34M Buy
63,833
+17,468
+38% +$914K ﹤0.01% 2181
2023
Q3
$2M Buy
46,365
+45,492
+5,211% +$1.96M ﹤0.01% 2281
2023
Q2
$39.9K Sell
873
-27
-3% -$1.24K ﹤0.01% 3544
2023
Q1
$39.8K Sell
900
-35,875
-98% -$1.59M ﹤0.01% 3548
2022
Q4
$1.67M Buy
36,775
+27,401
+292% +$1.24M ﹤0.01% 2423
2022
Q3
$265K Buy
9,374
+8,506
+980% +$240K ﹤0.01% 2972
2022
Q2
$25K Sell
868
-372
-30% -$10.7K ﹤0.01% 3810
2022
Q1
$54K Sell
1,240
-12,533
-91% -$546K ﹤0.01% 3659
2021
Q4
$610K Buy
13,773
+13,625
+9,206% +$603K ﹤0.01% 2755
2021
Q3
$5K Buy
148
+6
+4% +$203 ﹤0.01% 3794
2021
Q2
$5K Sell
142
-27,540
-99% -$970K ﹤0.01% 3725
2021
Q1
$1.05M Buy
27,682
+27,499
+15,027% +$1.05M ﹤0.01% 2575
2020
Q4
$5K Buy
183
+1
+0.5% +$27 ﹤0.01% 3442
2020
Q3
$4K Buy
+182
New +$4K ﹤0.01% 3349
2020
Q1
Sell
-10
Closed 3888
2019
Q4
$0 Hold
10
﹤0.01% 3990
2019
Q3
$0 Sell
10
-21
-68% ﹤0.01% 3970
2019
Q2
$1K Buy
+31
New +$1K ﹤0.01% 3609
2019
Q1
Sell
-3
Closed 3855
2018
Q4
$0 Sell
3
-107
-97% ﹤0.01% 3783
2018
Q3
$4K Buy
+110
New +$4K ﹤0.01% 3291