Lazard Asset Management’s H&E Equipment Services HEES Stock Holding History

Lazard Asset 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 Q2	–	Sell	-51	Closed	-$4K	–	2390
2025 Q1	$4K	Sell	51 -7,286	-99%	-$634K	﹤0.01%	2184
2024 Q4	$358K	Sell	7,337 -4,366	-37%	-$238K	﹤0.01%	1454
2024 Q3	$568K	Sell	11,703 -2,560	-18%	-$120K	﹤0.01%	1322
2024 Q2	$629K	Buy	14,263 +7,001	+96%	+$359K	﹤0.01%	1115
2024 Q1	$465K	Buy	7,262 +29	+0.4%	+$1.59K	﹤0.01%	1071
2023 Q4	$377K	Sell	7,233 -13,617	-65%	-$615K	﹤0.01%	1191
2023 Q3	$900K	Buy	20,850 +19,577	+1,538%	+$892K	﹤0.01%	1000
2023 Q2	$58K	Buy	+1,273	New	+$50.9K	﹤0.01%	1783
2020 Q4	–	Sell	-1,578	Closed	-$31K	–	1897
2020 Q3	$31K	Sell	1,578 -1,211	-43%	-$23.7K	﹤0.01%	1317
2020 Q2	$51K	Buy	2,789 +534	+24%	+$8.5K	﹤0.01%	1224
2020 Q1	$33K	Buy	+2,255	New	+$54.6K	﹤0.01%	1326
2015 Q3	–	Sell	-43,300	Closed	-$864K	–	1110
2015 Q2	$864K	Hold	43,300	–	–	﹤0.01%	708
2015 Q1	$1.08M	Buy	+43,300	New	+$974K	﹤0.01%	700

Other funds holding HEES

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $68.3B AUM 20.5% 1-Year Est. Return

BIG

Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return

Lazard Asset Management's HEES Position: Q2 2025 in Review

Lazard Asset Management sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 51 shares — an estimated $4K sold.

Lazard Asset Management first reported a position in HEES in Q1 2015 and held it in 13 quarters. The position peaked at $1.08M in Q1 2015. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

Lazard Asset Management reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
Lazard Asset Management sold 51 H&E Equipment Services shares in Q2 2025, an estimated $4K.
Lazard Asset Management first reported a position in H&E Equipment Services in Q1 2015 and held it in 13 quarters.
Lazard Asset Management's H&E Equipment Services position peaked at $1.08M in Q1 2015.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on Lazard Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.