LC
HEES

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

Lindbrook Capital’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 		$12.6K Buy
133
+12
+10% +$1.04K ﹤0.01% 1562
2024
Q4 		$5.92K Hold
121
– – ﹤0.01% 1909
2024
Q3 		$5.89K Buy
121
+1
+0.8% +$47 ﹤0.01% 1948
2024
Q2 		$5.3K Hold
120
– – ﹤0.01% 1966
2024
Q1 		$7.7K Hold
120
– – ﹤0.01% 1697
2023
Q4 		$6.28K Buy
120
+10
+9% +$452 ﹤0.01% 1760
2023
Q3 		$4.75K Buy
110
+26
+31% +$1.19K ﹤0.01% 1790
2023
Q2 		$3.84K Hold
84
– – ﹤0.01% 1916
2023
Q1 		$3.71K Hold
84
– – ﹤0.01% 1981
2022
Q4 		$3.81K Buy
84
+51
+155% +$1.98K ﹤0.01% 1954
2022
Q3 		$1K Buy
33
+16
+94% +$503 ﹤0.01% 2343
2022
Q2 		$0 Sell
17
-3
-15% -$105 ﹤0.01% 2589
2022
Q1 		$1K Buy
+20
New +$841 ﹤0.01% 2249
2020
Q2 		– Sell
-28
Closed – – 1780
2020
Q1 		$0 Hold
28
– – ﹤0.01% 1746
2019
Q4 		$1K Hold
28
– – ﹤0.01% 1393
2019
Q3 		$1K Hold
28
– – ﹤0.01% 1362
2019
Q2 		$0 Hold
28
– – ﹤0.01% 1443
2019
Q1 		$0 Hold
28
– – ﹤0.01% 1439
2018
Q4 		$0 Buy
+28
New +$686 ﹤0.01% 1387

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 $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

Lindbrook Capital's HEES Position: Q1 2025 in Review

Lindbrook Capital increased its H&E Equipment Services (HEES) stake by 9.9% in Q1 2025, buying an estimated $1.04K and bringing the position to 133 shares worth $12.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1562.

Lindbrook Capital first reported a position in HEES in Q4 2018 and has held it in 19 quarters since. 250 funds tracked by Wall St. Rank hold HEES as of Q1 2025.

  • Lindbrook Capital held 133 shares of H&E Equipment Services worth $12.6K as of Q1 2025.
  • Lindbrook Capital bought 12 H&E Equipment Services shares in Q1 2025, an estimated $1.04K.
  • H&E Equipment Services made up ﹤0.01% of Lindbrook Capital's portfolio in Q1 2025, its #1562 holding.
  • Lindbrook Capital first reported a position in H&E Equipment Services in Q4 2018 and has held it in 19 quarters since.
  • 250 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2025.

Based on Lindbrook Capital's 13F filing for Q1 2025, filed 5 May 2025.