KCM
HEES

Kennedy Capital Management’s H&E Equipment Services HEES Stock Holding History

Kennedy Capital Management’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
-58,680
Closed -$2.87M – 665
2024
Q4 		$2.87M Sell
58,680
-52,755
-47% -$2.87M 0.06% 445
2024
Q3 		$5.42M Buy
111,435
+1,781
+2% +$83.7K 0.12% 296
2024
Q2 		$4.84M Buy
109,654
+47,238
+76% +$2.42M 0.1% 331
2024
Q1 		$4.01M Sell
62,416
-26,432
-30% -$1.45M 0.08% 372
2023
Q4 		$4.65M Sell
88,848
-750
-0.8% -$33.9K 0.1% 321
2023
Q3 		$3.87M Buy
89,598
+462
+0.5% +$21.1K 0.09% 337
2023
Q2 		$4.08M Buy
89,136
+53,495
+150% +$2.14M 0.1% 335
2023
Q1 		$1.58M Buy
35,641
+106
+0.3% +$5.17K 0.05% 434
2022
Q4 		$1.61M Sell
35,535
-104,695
-75% -$4.06M 0.05% 437
2022
Q3 		$3.97M Sell
140,230
-95,642
-41% -$3.01M 0.12% 305
2022
Q2 		$6.83M Sell
235,872
-49,252
-17% -$1.73M 0.19% 193
2022
Q1 		$12.4M Sell
285,124
-27,790
-9% -$1.17M 0.29% 106
2021
Q4 		$13.9M Sell
312,914
-28,883
-8% -$1.26M 0.29% 101
2021
Q3 		$11.9M Buy
341,797
+89,748
+36% +$2.98M 0.27% 110
2021
Q2 		$8.39M Buy
252,049
+7,803
+3% +$286K 0.18% 212
2021
Q1 		$9.28M Buy
244,246
+204,773
+519% +$6.55M 0.19% 196
2020
Q4 		$1.18M Sell
39,473
-33,223
-46% -$856K 0.03% 540
2020
Q3 		$1.43M Sell
72,696
-23,742
-25% -$464K 0.04% 519
2020
Q2 		$1.78M Buy
+96,438
New +$1.53M 0.05% 515

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

Kennedy Capital Management's HEES Position: Q1 2025 in Review

Kennedy Capital Management sold out of H&E Equipment Services (HEES) in Q1 2025, closing a stake of 58,680 shares — an estimated $2.87M sold.

Kennedy Capital Management first reported a position in HEES in Q2 2020 and held it in 19 quarters. The position peaked at $13.9M in Q4 2021. 250 funds tracked by Wall St. Rank hold HEES as of Q1 2025.

  • Kennedy Capital Management reported no remaining H&E Equipment Services position as of Q1 2025 after selling out during the quarter.
  • Kennedy Capital Management sold 58,680 H&E Equipment Services shares in Q1 2025, an estimated $2.87M.
  • Kennedy Capital Management first reported a position in H&E Equipment Services in Q2 2020 and held it in 19 quarters.
  • Kennedy Capital Management's H&E Equipment Services position peaked at $13.9M in Q4 2021.
  • 250 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2025.

Based on Kennedy Capital Management's 13F filing for Q1 2025, filed 13 May 2025.