Mather Group’s H&E Equipment Services HEES Stock Holding History

Mather Group’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	-28	Closed	-$1.37K	–	1823
2024 Q4	$1.37K	Buy	+28	New	+$1.52K	﹤0.01%	1585

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

Mather Group's HEES Position: Q1 2025 in Review

Mather Group sold out of H&E Equipment Services (HEES) in Q1 2025, closing a stake of 28 shares — an estimated $1.37K sold.

Mather Group first reported a position in HEES in Q4 2024 and held it in 1 quarter. The position peaked at $1.37K in Q4 2024. 250 funds tracked by Wall St. Rank hold HEES as of Q1 2025.

Mather Group reported no remaining H&E Equipment Services position as of Q1 2025 after selling out during the quarter.
Mather Group sold 28 H&E Equipment Services shares in Q1 2025, an estimated $1.37K.
Mather Group first reported a position in H&E Equipment Services in Q4 2024 and held it in 1 quarter.
Mather Group's H&E Equipment Services position peaked at $1.37K in Q4 2024.
250 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2025.

Based on Mather Group's 13F filing for Q1 2025, filed 25 Apr 2025.