Lombard Odier Asset Management (USA)’s H&E Equipment Services HEES Stock Holding History

Lombard Odier Asset Management (USA)’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
2024 Q4	–	Sell	-17,019	Closed	-$828K	–	332
2024 Q3	$828K	Sell	17,019 -7,214	-30%	-$339K	0.06%	162
2024 Q2	$1.07M	Buy	+24,233	New	+$1.24M	0.08%	110
2020 Q4	–	Sell	-99,000	Closed	-$1.95M	–	290
2020 Q3	$1.95M	Sell	99,000 -41,697	-30%	-$814K	0.13%	147
2020 Q2	$2.6M	Sell	140,697 -86,903	-38%	-$1.38M	0.18%	133
2020 Q1	$3.34M	Buy	227,600 +204,700	+894%	+$4.95M	0.35%	82
2019 Q4	$766K	Sell	22,900 -4,000	-15%	-$130K	0.07%	179
2019 Q3	$776K	Buy	26,900 +8,600	+47%	+$233K	0.07%	192
2019 Q2	$532K	Buy	+18,300	New	+$509K	0.04%	193

Other funds holding HEES

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

BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return

Macquarie Group Sydney, NSW 2000, Australia $16.8B AUM 27.39% 1-Year Est. Return

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

ClearBridge Investments New York $115B AUM 24.78% 1-Year Est. Return

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

Pertento Partners London, United Kingdom $1.37B AUM 36.36% 1-Year Est. Return

WHG

Westwood Holdings Group Dallas, Texas $13.7B AUM 21.48% 1-Year Est. Return

State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

Lombard Odier Asset Management (USA)'s HEES Position: Q4 2024 in Review

Lombard Odier Asset Management (USA) sold out of H&E Equipment Services (HEES) in Q4 2024, closing a stake of 17,019 shares — an estimated $828K sold.

Lombard Odier Asset Management (USA) first reported a position in HEES in Q2 2019 and held it in 8 quarters. The position peaked at $3.34M in Q1 2020. 198 funds tracked by Wall St. Rank hold HEES as of Q4 2024.

Lombard Odier Asset Management (USA) reported no remaining H&E Equipment Services position as of Q4 2024 after selling out during the quarter.
Lombard Odier Asset Management (USA) sold 17,019 H&E Equipment Services shares in Q4 2024, an estimated $828K.
Lombard Odier Asset Management (USA) first reported a position in H&E Equipment Services in Q2 2019 and held it in 8 quarters.
Lombard Odier Asset Management (USA)'s H&E Equipment Services position peaked at $3.34M in Q1 2020.
198 funds tracked by Wall St. Rank held H&E Equipment Services as of Q4 2024.

Based on Lombard Odier Asset Management (USA)'s 13F filing for Q4 2024, filed 14 Feb 2025.