Guggenheim Capital’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 |
-4,591
| Closed | -$435K | – | 1620 |
|
|
2025
Q1 | $435K | Buy |
+4,591
| New | +$399K | ﹤0.01% | 1267 |
|
|
2024
Q4 | – | Sell |
-228,587
| Closed | -$11.1M | – | 1783 |
|
|
2024
Q3 | $11.1M | Sell |
228,587
-4,170
| -2% | -$196K | 0.08% | 277 |
|
|
2024
Q2 | $10.3M | Buy |
232,757
+34,987
| +18% | +$1.79M | 0.07% | 296 |
|
|
2024
Q1 | $12.7M | Buy |
197,770
+18,872
| +11% | +$1.03M | 0.09% | 244 |
|
|
2023
Q4 | $9.36M | Sell |
178,898
-112
| -0.1% | -$5.06K | 0.07% | 331 |
|
|
2023
Q3 | $7.73M | Sell |
179,010
-65,649
| -27% | -$2.99M | 0.07% | 351 |
|
|
2023
Q2 | $11.2M | Sell |
244,659
-2,873
| -1% | -$115K | 0.09% | 252 |
|
|
2023
Q1 | $10.9M | Buy |
247,532
+350
| +0.1% | +$17.1K | 0.09% | 257 |
|
|
2022
Q4 | $11.2M | Sell |
247,182
-548
| -0.2% | -$21.2K | 0.1% | 255 |
|
|
2022
Q3 | $7.02M | Hold |
247,730
| – | – | 0.06% | 382 |
|
|
2022
Q2 | $7.18M | Buy |
247,730
+180
| +0.1% | +$6.32K | 0.06% | 408 |
|
|
2022
Q1 | $10.8M | Buy |
247,550
+165,397
| +201% | +$6.95M | 0.06% | 379 |
|
|
2021
Q4 | $3.64M | Buy |
+82,153
| New | +$3.58M | 0.02% | 807 |
|
|
2018
Q4 | – | Sell |
-23,121
| Closed | -$873K | – | 2253 |
|
|
2018
Q3 | $873K | Sell |
23,121
-11,085
| -32% | -$401K | 0.01% | 1677 |
|
|
2018
Q2 | $1.29M | Sell |
34,206
-24,165
| -41% | -$901K | 0.01% | 1492 |
|
|
2018
Q1 | $2.25M | Sell |
58,371
-18,556
| -24% | -$729K | 0.01% | 1549 |
|
|
2017
Q4 | $3.13M | Sell |
76,927
-4,714
| -6% | -$161K | 0.01% | 1325 |
|
|
2017
Q3 | $2.38M | Sell |
81,641
-3,944
| -5% | -$91.6K | 0.01% | 1538 |
|
|
2017
Q2 | $1.75M | Buy |
85,585
+1,028
| +1% | +$21.6K | ﹤0.01% | 1726 |
|
|
2017
Q1 | $2.07M | Buy |
84,557
+20,633
| +32% | +$505K | 0.01% | 1639 |
|
|
2016
Q4 | $1.49M | Buy |
63,924
+18,738
| +41% | +$343K | ﹤0.01% | 1890 |
|
|
2016
Q3 | $758K | Buy |
45,186
+17,629
| +64% | +$303K | ﹤0.01% | 2228 |
|
|
2016
Q2 | $525K | Buy |
27,557
+11,790
| +75% | +$222K | ﹤0.01% | 2359 |
|
|
2016
Q1 | $277K | Buy |
+15,767
| New | +$229K | ﹤0.01% | 2586 |
|
|
2013
Q4 | – | Sell |
-7,857
| Closed | -$209K | – | 3214 |
|
|
2013
Q3 | $209K | Buy |
+7,857
| New | +$187K | ﹤0.01% | 2719 |
|
Other funds holding HEES
Guggenheim Capital's HEES Position: Q2 2025 in Review
Guggenheim Capital sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 4,591 shares — an estimated $435K sold.
Guggenheim Capital first reported a position in HEES in Q3 2013 and held it in 25 quarters. The position peaked at $12.7M in Q1 2024. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.
- Guggenheim Capital reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
- Guggenheim Capital sold 4,591 H&E Equipment Services shares in Q2 2025, an estimated $435K.
- Guggenheim Capital first reported a position in H&E Equipment Services in Q3 2013 and held it in 25 quarters.
- Guggenheim Capital's H&E Equipment Services position peaked at $12.7M in Q1 2024.
- 3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.
Based on Guggenheim Capital's 13F filing for Q2 2025, filed 13 Aug 2025.