KTA
HEES

Keeley-Teton Advisors’s H&E Equipment Services HEES Stock Holding History

Keeley-Teton 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 		$2.42M Sell
25,500
-5,550
-18% -$483K 0.29% 111
2024
Q4 		$1.52M Buy
31,050
+8,971
+41% +$489K 0.18% 184
2024
Q3 		$1.07M Buy
+22,079
New +$1.04M 0.12% 228

Other funds holding HEES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Keeley-Teton Advisors's HEES Position: Q1 2025 in Review

Keeley-Teton Advisors reduced its H&E Equipment Services (HEES) stake by 18% in Q1 2025, selling an estimated $483K and leaving 25,500 shares worth $2.42M. The position accounts for 0.29% of the portfolio, ranked #111.

Keeley-Teton Advisors first reported a position in HEES in Q3 2024 and has held it in 3 quarters since. 250 funds tracked by Wall St. Rank hold HEES as of Q1 2025.

  • Keeley-Teton Advisors held 25,500 shares of H&E Equipment Services worth $2.42M as of Q1 2025.
  • Keeley-Teton Advisors sold 5,550 H&E Equipment Services shares in Q1 2025, an estimated $483K.
  • H&E Equipment Services made up 0.29% of Keeley-Teton Advisors's portfolio in Q1 2025, its #111 holding.
  • Keeley-Teton Advisors first reported a position in H&E Equipment Services in Q3 2024 and has held it in 3 quarters since.
  • 250 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2025.

Based on Keeley-Teton Advisors's 13F filing for Q1 2025, filed 14 May 2025.