KPPF
HEES

Klein Pavlis & Peasley Financial’s H&E Equipment Services HEES Stock Holding History

Klein Pavlis & Peasley 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
Q1 		– Sell
-15,335
Closed -$751K – 80
2024
Q4 		$751K Buy
15,335
+3,420
+29% +$186K 0.61% 60
2024
Q3 		$580K Buy
+11,915
New +$560K 0.46% 65

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

Klein Pavlis & Peasley Financial's HEES Position: Q1 2025 in Review

Klein Pavlis & Peasley Financial sold out of H&E Equipment Services (HEES) in Q1 2025, closing a stake of 15,335 shares — an estimated $751K sold.

Klein Pavlis & Peasley Financial first reported a position in HEES in Q3 2024 and held it in 2 quarters. The position peaked at $751K in Q4 2024. 250 funds tracked by Wall St. Rank hold HEES as of Q1 2025.

  • Klein Pavlis & Peasley Financial reported no remaining H&E Equipment Services position as of Q1 2025 after selling out during the quarter.
  • Klein Pavlis & Peasley Financial sold 15,335 H&E Equipment Services shares in Q1 2025, an estimated $751K.
  • Klein Pavlis & Peasley Financial first reported a position in H&E Equipment Services in Q3 2024 and held it in 2 quarters.
  • Klein Pavlis & Peasley Financial's H&E Equipment Services position peaked at $751K in Q4 2024.
  • 250 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2025.

Based on Klein Pavlis & Peasley Financial's 13F filing for Q1 2025, filed 9 May 2025.