Ken Fisher
HEES

Ken Fisher’s H&E Equipment Services HEES Stock Holding History

Ken Fisher’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
-348,656
Closed -$17.1M – 1033
2024
Q4 		$17.1M Buy
348,656
+151,761
+77% +$8.26M 0.01% 359
2024
Q3 		$9.58M Buy
196,895
+25,413
+15% +$1.19M ﹤0.01% 423
2024
Q2 		$7.57M Sell
171,482
-8,052
-4% -$413K ﹤0.01% 446
2024
Q1 		$11.5M Buy
179,534
+17,086
+11% +$937K 0.01% 401
2023
Q4 		$8.5M Sell
162,448
-677
-0.4% -$30.6K ﹤0.01% 434
2023
Q3 		$7.05M Buy
163,125
+11,746
+8% +$535K ﹤0.01% 477
2023
Q2 		$6.93M Sell
151,379
-11,640
-7% -$465K ﹤0.01% 501
2023
Q1 		$7.21M Sell
163,019
-430
-0.3% -$21K ﹤0.01% 496
2022
Q4 		$7.42M Buy
163,449
+113,675
+228% +$4.4M 0.01% 492
2022
Q3 		$1.41M Buy
+49,774
New +$1.57M ﹤0.01% 627

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

Ken Fisher's HEES Position: Q1 2025 in Review

Ken Fisher sold out of H&E Equipment Services (HEES) in Q1 2025, closing a stake of 348,656 shares — an estimated $17.1M sold.

Ken Fisher first reported a position in HEES in Q3 2022 and held it in 10 quarters. The position peaked at $17.1M in Q4 2024. 250 funds tracked by Wall St. Rank hold HEES as of Q1 2025.

  • Ken Fisher reported no remaining H&E Equipment Services position as of Q1 2025 after selling out during the quarter.
  • Ken Fisher sold 348,656 H&E Equipment Services shares in Q1 2025, an estimated $17.1M.
  • Ken Fisher first reported a position in H&E Equipment Services in Q3 2022 and held it in 10 quarters.
  • Ken Fisher's H&E Equipment Services position peaked at $17.1M in Q4 2024.
  • 250 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2025.

Based on Fisher Asset Management's 13F filing for Q1 2025, filed 14 May 2025.