L.M. Kohn & Company’s H&E Equipment Services HEES Stock Holding History

L.M. Kohn & Company’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	-4,450	Closed	-$218K	–	281
2024 Q4	$218K	Hold	4,450	–	–	0.06%	239
2024 Q3	$217K	Buy	+4,450	New	+$209K	0.05%	255
2024 Q2	–	Sell	-4,450	Closed	-$286K	–	281
2024 Q1	$286K	Hold	4,450	–	–	0.08%	207
2023 Q4	$233K	Buy	+4,450	New	+$201K	0.07%	207

Other funds holding HEES

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

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 Kansas City, Missouri $194B AUM 35% 1-Year Est. Return

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 Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return

Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return

Norges Bank Oslo, Norway $935B AUM

L.M. Kohn & Company's HEES Position: Q1 2025 in Review

L.M. Kohn & Company sold out of H&E Equipment Services (HEES) in Q1 2025, closing a stake of 4,450 shares — an estimated $218K sold.

L.M. Kohn & Company first reported a position in HEES in Q4 2023 and held it in 4 quarters. The position peaked at $286K in Q1 2024. 250 funds tracked by Wall St. Rank hold HEES as of Q1 2025.

L.M. Kohn & Company reported no remaining H&E Equipment Services position as of Q1 2025 after selling out during the quarter.
L.M. Kohn & Company sold 4,450 H&E Equipment Services shares in Q1 2025, an estimated $218K.
L.M. Kohn & Company first reported a position in H&E Equipment Services in Q4 2023 and held it in 4 quarters.
L.M. Kohn & Company's H&E Equipment Services position peaked at $286K in Q1 2024.
250 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2025.

Based on L.M. Kohn & Company's 13F filing for Q1 2025, filed 21 Apr 2025.