Harvest Management’s H&E Equipment Services HEES Stock Holding History

Harvest Management’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 Q2	–	Sell	-125,445	Closed	-$11.9M	–	68
2025 Q1	$11.9M	Buy	+125,445	New	+$10.9M	5.25%	6

Other funds holding HEES

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BIG

Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return

Harvest Management's HEES Position: Q2 2025 in Review

Harvest Management sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 125,445 shares — an estimated $11.9M sold.

Harvest Management first reported a position in HEES in Q1 2025 and held it in 1 quarter. The position peaked at $11.9M in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

Harvest Management reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
Harvest Management sold 125,445 H&E Equipment Services shares in Q2 2025, an estimated $11.9M.
Harvest Management first reported a position in H&E Equipment Services in Q1 2025 and held it in 1 quarter.
Harvest Management's H&E Equipment Services position peaked at $11.9M in Q1 2025.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on Harvest Management's 13F filing for Q2 2025, filed 14 Aug 2025.