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

Heck 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	-500	Closed	-$24.5K	–	479
2024 Q4	$24.5K	Buy	+500	New	+$27.2K	﹤0.01%	450

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

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

Heck Capital Advisors sold out of H&E Equipment Services (HEES) in Q1 2025, closing a stake of 500 shares — an estimated $24.5K sold.

Heck Capital Advisors first reported a position in HEES in Q4 2024 and held it in 1 quarter. The position peaked at $24.5K in Q4 2024. 250 funds tracked by Wall St. Rank hold HEES as of Q1 2025.

Heck Capital Advisors reported no remaining H&E Equipment Services position as of Q1 2025 after selling out during the quarter.
Heck Capital Advisors sold 500 H&E Equipment Services shares in Q1 2025, an estimated $24.5K.
Heck Capital Advisors first reported a position in H&E Equipment Services in Q4 2024 and held it in 1 quarter.
Heck Capital Advisors's H&E Equipment Services position peaked at $24.5K in Q4 2024.
250 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2025.

Based on Heck Capital Advisors's 13F filing for Q1 2025, filed 13 May 2025.