Geode Capital Management’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 |
-764,887
| Closed | -$72.5M | – | 4477 |
|
|
2025
Q1 | $72.5M | Buy |
764,887
+16,076
| +2% | +$1.4M | 0.01% | 1159 |
|
|
2024
Q4 | $36.7M | Sell |
748,811
-6,206
| -0.8% | -$338K | ﹤0.01% | 1627 |
|
|
2024
Q3 | $36.8M | Buy |
755,017
+4,226
| +0.6% | +$199K | ﹤0.01% | 1624 |
|
|
2024
Q2 | $33.2M | Buy |
750,791
+19,751
| +3% | +$1.01M | ﹤0.01% | 1634 |
|
|
2024
Q1 | $46.9M | Buy |
731,040
+18,128
| +3% | +$994K | ﹤0.01% | 1403 |
|
|
2023
Q4 | $37.3M | Buy |
712,912
+28,232
| +4% | +$1.28M | ﹤0.01% | 1522 |
|
|
2023
Q3 | $29.6M | Buy |
684,680
+14,014
| +2% | +$639K | ﹤0.01% | 1564 |
|
|
2023
Q2 | $30.7M | Buy |
670,666
+29,902
| +5% | +$1.19M | ﹤0.01% | 1570 |
|
|
2023
Q1 | $28.3M | Buy |
640,764
+26,547
| +4% | +$1.29M | ﹤0.01% | 1572 |
|
|
2022
Q4 | $27.9M | Buy |
614,217
+15,741
| +3% | +$610K | ﹤0.01% | 1551 |
|
|
2022
Q3 | $17M | Buy |
598,476
+31,857
| +6% | +$1M | ﹤0.01% | 1862 |
|
|
2022
Q2 | $16.4M | Sell |
566,619
-10,087
| -2% | -$354K | ﹤0.01% | 1898 |
|
|
2022
Q1 | $25.1M | Buy |
576,706
+15,474
| +3% | +$651K | ﹤0.01% | 1737 |
|
|
2021
Q4 | $24.8M | Buy |
561,232
+15,418
| +3% | +$673K | ﹤0.01% | 1807 |
|
|
2021
Q3 | $18.9M | Buy |
545,814
+5,237
| +1% | +$174K | ﹤0.01% | 1995 |
|
|
2021
Q2 | $18M | Buy |
540,577
+6,532
| +1% | +$239K | ﹤0.01% | 2040 |
|
|
2021
Q1 | $20.3M | Buy |
534,045
+39,567
| +8% | +$1.27M | ﹤0.01% | 1865 |
|
|
2020
Q4 | $14.7M | Buy |
494,478
+20,249
| +4% | +$521K | ﹤0.01% | 1903 |
|
|
2020
Q3 | $9.32M | Sell |
474,229
-11,501
| -2% | -$225K | ﹤0.01% | 1985 |
|
|
2020
Q2 | $8.98M | Buy |
485,730
+22,174
| +5% | +$353K | ﹤0.01% | 1977 |
|
|
2020
Q1 | $6.8M | Buy |
463,556
+27,736
| +6% | +$671K | ﹤0.01% | 1961 |
|
|
2019
Q4 | $14.6M | Buy |
435,820
+1,982
| +0.5% | +$64.3K | ﹤0.01% | 1754 |
|
|
2019
Q3 | $12.5M | Buy |
433,838
+15,128
| +4% | +$409K | ﹤0.01% | 1781 |
|
|
2019
Q2 | $12.2M | Buy |
418,710
+27,256
| +7% | +$758K | ﹤0.01% | 1797 |
|
|
2019
Q1 | $9.83M | Buy |
391,454
+23,763
| +6% | +$625K | ﹤0.01% | 1902 |
|
|
2018
Q4 | $7.51M | Buy |
367,691
+38,469
| +12% | +$943K | ﹤0.01% | 1972 |
|
|
2018
Q3 | $12.4M | Buy |
329,222
+14,934
| +5% | +$541K | ﹤0.01% | 1760 |
|
|
2018
Q2 | $11.8M | Buy |
314,288
+24,612
| +8% | +$918K | ﹤0.01% | 1747 |
|
|
2018
Q1 | $11.1M | Buy |
289,676
+13,778
| +5% | +$542K | ﹤0.01% | 1689 |
|
|
2017
Q4 | $11.2M | Sell |
275,898
-368
| -0.1% | -$12.6K | ﹤0.01% | 1654 |
|
|
2017
Q3 | $8.07M | Buy |
276,266
+4,503
| +2% | +$105K | ﹤0.01% | 1879 |
|
|
2017
Q2 | $5.55M | Buy |
271,763
+13,216
| +5% | +$277K | ﹤0.01% | 2079 |
|
|
2017
Q1 | $6.34M | Buy |
258,547
+16,708
| +7% | +$409K | ﹤0.01% | 1945 |
|
|
2016
Q4 | $5.62M | Buy |
241,839
+16,770
| +7% | +$307K | ﹤0.01% | 1993 |
|
|
2016
Q3 | $3.77M | Buy |
225,069
+2,646
| +1% | +$45.4K | ﹤0.01% | 2143 |
|
|
2016
Q2 | $4.23M | Buy |
222,423
+12,611
| +6% | +$237K | ﹤0.01% | 2024 |
|
|
2016
Q1 | $3.68K | Buy |
209,812
+4,974
| +2% | +$72.1K | ﹤0.01% | 2070 |
|
|
2015
Q4 | $3.58M | Buy |
204,838
+1,717
| +0.8% | +$31.5K | ﹤0.01% | 2109 |
|
|
2015
Q3 | $3.4M | Buy |
203,121
+7,620
| +4% | +$134K | ﹤0.01% | 2099 |
|
|
2015
Q2 | $3.9M | Buy |
195,501
+4,907
| +3% | +$117K | ﹤0.01% | 2082 |
|
|
2015
Q1 | $4.76M | Buy |
190,594
+16,081
| +9% | +$362K | ﹤0.01% | 1885 |
|
|
2014
Q4 | $4.9M | Buy |
174,513
+8,109
| +5% | +$275K | ﹤0.01% | 1826 |
|
|
2014
Q3 | $6.7M | Buy |
166,404
+1,983
| +1% | +$77.2K | ﹤0.01% | 1572 |
|
|
2014
Q2 | $5.97M | Buy |
164,421
+5,733
| +4% | +$210K | ﹤0.01% | 1673 |
|
|
2014
Q1 | $6.42M | Buy |
158,688
+13,047
| +9% | +$433K | ﹤0.01% | 1587 |
|
|
2013
Q4 | $4.32M | Sell |
145,641
-5,208
| -3% | -$143K | ﹤0.01% | 1811 |
|
|
2013
Q3 | $4.01M | Buy |
150,849
+12,711
| +9% | +$303K | ﹤0.01% | 1729 |
|
|
2013
Q2 | $2.91M | Buy |
+138,138
| New | +$2.89M | ﹤0.01% | 1792 |
|
Other funds holding HEES
Geode Capital Management's HEES Position: Q2 2025 in Review
Geode Capital Management sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 764,887 shares — an estimated $72.5M sold.
Geode Capital Management first reported a position in HEES in Q2 2013 and held it in 48 quarters. The position peaked at $72.5M in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.
- Geode Capital Management reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
- Geode Capital Management sold 764,887 H&E Equipment Services shares in Q2 2025, an estimated $72.5M.
- Geode Capital Management first reported a position in H&E Equipment Services in Q2 2013 and held it in 48 quarters.
- Geode Capital Management's H&E Equipment Services position peaked at $72.5M in Q1 2025.
- 3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.
Based on Geode Capital Management's 13F filing for Q2 2025, filed 8 Aug 2025.