LSV Asset Management
HEES

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

LSV 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
2024
Q4 		– Sell
-26,100
Closed -$1.27M – 839
2024
Q3 		$1.27M Hold
26,100
– – ﹤0.01% 619
2024
Q2 		$1.15M Hold
26,100
– – ﹤0.01% 661
2024
Q1 		$1.68M Hold
26,100
– – ﹤0.01% 627
2023
Q4 		$1.37M Hold
26,100
– – ﹤0.01% 659
2023
Q3 		$1.13M Hold
26,100
– – ﹤0.01% 676
2023
Q2 		$1.19M Buy
+26,100
New +$1.04M ﹤0.01% 680
2021
Q3 		– Sell
-17,700
Closed -$588K – 904
2021
Q2 		$588K Sell
17,700
-2,500
-12% -$91.6K ﹤0.01% 769
2021
Q1 		$767K Sell
20,200
-122,450
-86% -$3.92M ﹤0.01% 758
2020
Q4 		$4.25M Sell
142,650
-8,550
-6% -$220K 0.01% 590
2020
Q3 		$2.97M Sell
151,200
-7,200
-5% -$141K 0.01% 616
2020
Q2 		$2.93M Hold
158,400
– – 0.01% 623
2020
Q1 		$2.33M Buy
158,400
+5,300
+3% +$128K 0.01% 612
2019
Q4 		$5.12M Buy
+153,100
New +$4.97M 0.01% 569
2017
Q1 		– Sell
-320,900
Closed -$7.46M – 1043
2016
Q4 		$7.46M Sell
320,900
-60,400
-16% -$1.11M 0.01% 508
2016
Q3 		$6.39M Hold
381,300
– – 0.01% 504
2016
Q2 		$7.26M Sell
381,300
-163,356
-30% -$3.07M 0.01% 469
2016
Q1 		$9.55M Buy
544,656
+87,956
+19% +$1.28M 0.02% 413
2015
Q4 		$7.98M Buy
456,700
+74,900
+20% +$1.38M 0.02% 430
2015
Q3 		$6.38M Buy
381,800
+218,400
+134% +$3.84M 0.01% 461
2015
Q2 		$3.26M Buy
163,400
+12,200
+8% +$292K 0.01% 556
2015
Q1 		$3.78M Buy
+151,200
New +$3.4M 0.01% 522

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

LSV Asset Management's HEES Position: Q4 2024 in Review

LSV Asset Management sold out of H&E Equipment Services (HEES) in Q4 2024, closing a stake of 26,100 shares — an estimated $1.27M sold.

LSV Asset Management first reported a position in HEES in Q1 2015 and held it in 21 quarters. The position peaked at $9.55M in Q1 2016. 199 funds tracked by Wall St. Rank hold HEES as of Q4 2024.

  • LSV Asset Management reported no remaining H&E Equipment Services position as of Q4 2024 after selling out during the quarter.
  • LSV Asset Management sold 26,100 H&E Equipment Services shares in Q4 2024, an estimated $1.27M.
  • LSV Asset Management first reported a position in H&E Equipment Services in Q1 2015 and held it in 21 quarters.
  • LSV Asset Management's H&E Equipment Services position peaked at $9.55M in Q1 2016.
  • 199 funds tracked by Wall St. Rank held H&E Equipment Services as of Q4 2024.

Based on LSV Asset Management's 13F filing for Q4 2024, filed 13 Feb 2025.