Foundry Partners’s H&E Equipment Services HEES Stock Holding History

Foundry Partners’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	-100,432	Closed	-$4.92M	–	272
2024 Q4	$4.92M	Buy	100,432 +6,097	+6%	+$332K	0.25%	136
2024 Q3	$4.59M	Buy	94,335 +4,256	+5%	+$200K	0.23%	142
2024 Q2	$3.98M	Buy	90,079 +1,476	+2%	+$75.7K	0.21%	154
2024 Q1	$5.69M	Buy	88,603 +12,152	+16%	+$666K	0.3%	108
2023 Q4	$4M	Buy	+76,451	New	+$3.45M	0.24%	151

Other funds holding HEES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

PCM

Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return

American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return

UOC

UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

Foundry Partners's HEES Position: Q1 2025 in Review

Foundry Partners sold out of H&E Equipment Services (HEES) in Q1 2025, closing a stake of 100,432 shares — an estimated $4.92M sold.

Foundry Partners first reported a position in HEES in Q4 2023 and held it in 5 quarters. The position peaked at $5.69M in Q1 2024. 250 funds tracked by Wall St. Rank hold HEES as of Q1 2025.

Foundry Partners reported no remaining H&E Equipment Services position as of Q1 2025 after selling out during the quarter.
Foundry Partners sold 100,432 H&E Equipment Services shares in Q1 2025, an estimated $4.92M.
Foundry Partners first reported a position in H&E Equipment Services in Q4 2023 and held it in 5 quarters.
Foundry Partners's H&E Equipment Services position peaked at $5.69M in Q1 2024.
250 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2025.

Based on Foundry Partners's 13F filing for Q1 2025, filed 5 May 2025.