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

Jump Financial’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	-9,727	Closed	-$922K	–	1936
2025 Q1	$922K	Buy	+9,727	New	+$846K	0.01%	856
2024 Q4	–	Sell	-32,284	Closed	-$1.57M	–	1800
2024 Q3	$1.57M	Buy	32,284 +22,450	+228%	+$1.06M	0.03%	606
2024 Q2	$434K	Sell	9,834 -19,590	-67%	-$1M	0.01%	1189
2024 Q1	$1.89M	Buy	29,424 +15,524	+112%	+$851K	0.05%	478
2023 Q4	$727K	Sell	13,900 -12,170	-47%	-$550K	0.02%	877
2023 Q3	$1.13M	Sell	26,070 -5,430	-17%	-$247K	0.04%	616
2023 Q2	$1.44M	Buy	31,500 +3,324	+12%	+$133K	0.05%	515
2023 Q1	$1.25M	Buy	+28,176	New	+$1.37M	0.05%	522
2022 Q4	–	Sell	-25,400	Closed	-$720K	–	1758
2022 Q3	$720K	Sell	25,400 -6,054	-19%	-$190K	0.03%	749
2022 Q2	$911K	Buy	31,454 +25,225	+405%	+$886K	0.04%	615
2022 Q1	$271K	Buy	+6,229	New	+$262K	0.01%	1123

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

Jump Financial's HEES Position: Q2 2025 in Review

Jump Financial sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 9,727 shares — an estimated $922K sold.

Jump Financial first reported a position in HEES in Q1 2022 and held it in 11 quarters. The position peaked at $1.89M in Q1 2024. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

Jump Financial reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
Jump Financial sold 9,727 H&E Equipment Services shares in Q2 2025, an estimated $922K.
Jump Financial first reported a position in H&E Equipment Services in Q1 2022 and held it in 11 quarters.
Jump Financial's H&E Equipment Services position peaked at $1.89M in Q1 2024.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

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