Jones Financial Companies’s H&E Equipment Services HEES Stock Holding History

Jones Financial Companies’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	-12,006	Closed	-$1.15M	–	4085
2025 Q1	$1.15M	Sell	12,006 -274	-2%	-$23.8K	﹤0.01%	809
2024 Q4	$601K	Buy	12,280 +282	+2%	+$15.4K	﹤0.01%	924
2024 Q3	$577K	Sell	11,998 -523	-4%	-$24.6K	﹤0.01%	774
2024 Q2	$553K	Buy	+12,521	New	+$642K	﹤0.01%	542

Other funds holding HEES

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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

Jones Financial Companies's HEES Position: Q2 2025 in Review

Jones Financial Companies sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 12,006 shares — an estimated $1.15M sold.

Jones Financial Companies first reported a position in HEES in Q2 2024 and held it in 4 quarters. The position peaked at $1.15M in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

Jones Financial Companies reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
Jones Financial Companies sold 12,006 H&E Equipment Services shares in Q2 2025, an estimated $1.15M.
Jones Financial Companies first reported a position in H&E Equipment Services in Q2 2024 and held it in 4 quarters.
Jones Financial Companies's H&E Equipment Services position peaked at $1.15M in Q1 2025.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on Jones Financial Companies's 13F filing for Q2 2025, filed 13 Aug 2025.