Janney Montgomery Scott
HEES

Janney Montgomery Scott’s H&E Equipment Services HEES Stock Holding History

Janney Montgomery Scott’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
-17,743
Closed -$869K – 2747
2024
Q4 		$869K Sell
17,743
-1,000
-5% -$54.5K ﹤0.01% 1638
2024
Q3 		$912K Hold
18,743
– – ﹤0.01% 1561
2024
Q2 		$828K Buy
18,743
+1,000
+6% +$51.3K ﹤0.01% 1553
2024
Q1 		$1.14M Hold
17,743
– – ﹤0.01% 1449
2023
Q4 		$928K Buy
17,743
+43
+0.2% +$1.94K ﹤0.01% 1488
2023
Q3 		$764K Buy
+17,700
New +$807K ﹤0.01% 1493
2021
Q3 		– Sell
-36,599
Closed -$1.22M – 2325
2021
Q2 		$1.22M Buy
36,599
+1,685
+5% +$61.7K 0.01% 1178
2021
Q1 		$1.33M Buy
34,914
+1,076
+3% +$34.4K 0.01% 1069
2020
Q4 		$1.01M Sell
33,838
-6,084
-15% -$157K ﹤0.01% 1173
2020
Q3 		$785K Sell
39,922
-1,212
-3% -$23.7K ﹤0.01% 1201
2020
Q2 		$760K Sell
41,134
-8,501
-17% -$135K ﹤0.01% 1179
2020
Q1 		$729K Buy
49,635
+2,570
+5% +$62.2K 0.01% 1061
2019
Q4 		$1.57M Buy
47,065
+4,171
+10% +$135K 0.01% 877
2019
Q3 		$1.24M Buy
42,894
+1,129
+3% +$30.5K 0.01% 944
2019
Q2 		$1.22M Sell
41,765
-4,613
-10% -$128K 0.01% 950
2019
Q1 		$1.17M Buy
46,378
+1,814
+4% +$47.7K 0.01% 941
2018
Q4 		$910K Buy
44,564
+9,066
+26% +$222K 0.01% 977
2018
Q3 		$1.34M Buy
35,498
+116
+0.3% +$4.2K 0.01% 871
2018
Q2 		$1.33M Sell
35,382
-2,587
-7% -$96.5K 0.01% 839
2018
Q1 		$1.46M Sell
37,969
-1,464
-4% -$57.6K 0.01% 797
2017
Q4 		$1.6M Buy
39,433
+28,383
+257% +$971K 0.02% 741
2017
Q3 		$323K Buy
+11,050
New +$257K ﹤0.01% 1467

Other funds holding HEES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
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
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
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
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Janney Montgomery Scott's HEES Position: Q1 2025 in Review

Janney Montgomery Scott sold out of H&E Equipment Services (HEES) in Q1 2025, closing a stake of 17,743 shares — an estimated $869K sold.

Janney Montgomery Scott first reported a position in HEES in Q3 2017 and held it in 22 quarters. The position peaked at $1.6M in Q4 2017. 250 funds tracked by Wall St. Rank hold HEES as of Q1 2025.

  • Janney Montgomery Scott reported no remaining H&E Equipment Services position as of Q1 2025 after selling out during the quarter.
  • Janney Montgomery Scott sold 17,743 H&E Equipment Services shares in Q1 2025, an estimated $869K.
  • Janney Montgomery Scott first reported a position in H&E Equipment Services in Q3 2017 and held it in 22 quarters.
  • Janney Montgomery Scott's H&E Equipment Services position peaked at $1.6M in Q4 2017.
  • 250 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2025.

Based on Janney Montgomery Scott's 13F filing for Q1 2025, filed 17 Apr 2025.