First Eagle Investment Management
HEES

First Eagle Investment Management’s H&E Equipment Services HEES Stock Holding History

First Eagle Investment 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
-269,493
Closed -$13.2M – 420
2024
Q4 		$13.2M Buy
269,493
+66,400
+33% +$3.62M 0.03% 132
2024
Q3 		$9.89M Sell
203,093
-7,200
-3% -$339K 0.02% 181
2024
Q2 		$9.29M Sell
210,293
-4,239
-2% -$217K 0.02% 179
2024
Q1 		$13.8M Sell
214,532
-11,200
-5% -$614K 0.03% 102
2023
Q4 		$11.8M Buy
225,732
+17,528
+8% +$792K 0.03% 110
2023
Q3 		$8.99M Buy
208,204
+62,291
+43% +$2.84M 0.02% 119
2023
Q2 		$6.68M Buy
145,913
+58,500
+67% +$2.34M 0.02% 158
2023
Q1 		$3.87M Buy
87,413
+25,600
+41% +$1.25M 0.01% 208
2022
Q4 		$2.81M Sell
61,813
-2,100
-3% -$81.4K 0.01% 212
2022
Q3 		$1.81M Buy
+63,913
New +$2.01M 0.01% 233

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

First Eagle Investment Management's HEES Position: Q1 2025 in Review

First Eagle Investment Management sold out of H&E Equipment Services (HEES) in Q1 2025, closing a stake of 269,493 shares — an estimated $13.2M sold.

First Eagle Investment Management first reported a position in HEES in Q3 2022 and held it in 10 quarters. The position peaked at $13.8M in Q1 2024. 250 funds tracked by Wall St. Rank hold HEES as of Q1 2025.

  • First Eagle Investment Management reported no remaining H&E Equipment Services position as of Q1 2025 after selling out during the quarter.
  • First Eagle Investment Management sold 269,493 H&E Equipment Services shares in Q1 2025, an estimated $13.2M.
  • First Eagle Investment Management first reported a position in H&E Equipment Services in Q3 2022 and held it in 10 quarters.
  • First Eagle Investment Management's H&E Equipment Services position peaked at $13.8M in Q1 2024.
  • 250 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2025.

Based on First Eagle Investment Management's 13F filing for Q1 2025, filed 12 May 2025.