FP
HEES

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

Quarter Market Value Status Shares Shares
Change %
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% +$299K 0.25% 136
2024
Q3
$4.59M Buy
94,335
+4,256
+5% +$207K 0.23% 142
2024
Q2
$3.98M Buy
90,079
+1,476
+2% +$65.2K 0.21% 154
2024
Q1
$5.69M Buy
88,603
+12,152
+16% +$780K 0.3% 108
2023
Q4
$4M Buy
+76,451
New +$4M 0.24% 151