New York Life Investment Management’s H&E Equipment Services HEES Stock Holding History

New York Life Investment 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	-74,518	Closed	-$7.06M	–	817
2025 Q1	$7.06M	Buy	+74,518	New	+$6.48M	0.07%	244

Other funds holding HEES

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 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

New York Life Investment Management's HEES Position: Q2 2025 in Review

New York Life Investment Management sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 74,518 shares — an estimated $7.06M sold.

New York Life Investment Management first reported a position in HEES in Q1 2025 and held it in 1 quarter. The position peaked at $7.06M in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

New York Life Investment Management reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
New York Life Investment Management sold 74,518 H&E Equipment Services shares in Q2 2025, an estimated $7.06M.
New York Life Investment Management first reported a position in H&E Equipment Services in Q1 2025 and held it in 1 quarter.
New York Life Investment Management's H&E Equipment Services position peaked at $7.06M in Q1 2025.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on New York Life Investment Management's 13F filing for Q2 2025, filed 1 Aug 2025.