Harbour Capital Advisors’s H&E Equipment Services HEES Stock Holding History

Harbour Capital Advisors’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	-28,045	Closed	-$1.37M	–	285
2024 Q4	$1.37M	Buy	28,045 +1,935	+7%	+$105K	0.31%	76
2024 Q3	$1.36M	Buy	26,110 +1,020	+4%	+$48K	0.31%	72
2024 Q2	$1.07M	Buy	25,090 +390	+2%	+$20K	0.25%	85
2024 Q1	$1.52M	Buy	24,700 +7,745	+46%	+$425K	0.38%	61
2023 Q4	$847K	Buy	16,955 +8,710	+106%	+$393K	0.23%	91
2023 Q3	$356K	Buy	+8,245	New	+$376K	0.11%	175

Other funds holding HEES

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

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 Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return

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 Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return

Norges Bank Oslo, Norway $1T AUM

Harbour Capital Advisors's HEES Position: Q1 2025 in Review

Harbour Capital Advisors sold out of H&E Equipment Services (HEES) in Q1 2025, closing a stake of 28,045 shares — an estimated $1.37M sold.

Harbour Capital Advisors first reported a position in HEES in Q3 2023 and held it in 6 quarters. The position peaked at $1.52M in Q1 2024. 250 funds tracked by Wall St. Rank hold HEES as of Q1 2025.

Harbour Capital Advisors reported no remaining H&E Equipment Services position as of Q1 2025 after selling out during the quarter.
Harbour Capital Advisors sold 28,045 H&E Equipment Services shares in Q1 2025, an estimated $1.37M.
Harbour Capital Advisors first reported a position in H&E Equipment Services in Q3 2023 and held it in 6 quarters.
Harbour Capital Advisors's H&E Equipment Services position peaked at $1.52M in Q1 2024.
250 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2025.

Based on Harbour Capital Advisors's 13F filing for Q1 2025, filed 23 Apr 2025.