OLA
HEES

Oliver Luxxe Assets’s H&E Equipment Services HEES Stock Holding History

Oliver Luxxe Assets’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
-36,721
Closed -$1.79M – 198
2024
Q4 		$1.79M Hold
36,721
– – 0.32% 111
2024
Q3 		$1.79M Buy
36,721
+16,212
+79% +$762K 0.32% 112
2024
Q2 		$906K Buy
+20,509
New +$1.05M 0.19% 115

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 $16.4B AUM 55.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Oliver Luxxe Assets's HEES Position: Q1 2025 in Review

Oliver Luxxe Assets sold out of H&E Equipment Services (HEES) in Q1 2025, closing a stake of 36,721 shares — an estimated $1.79M sold.

Oliver Luxxe Assets first reported a position in HEES in Q2 2024 and held it in 3 quarters. The position peaked at $1.79M in Q4 2024. 250 funds tracked by Wall St. Rank hold HEES as of Q1 2025.

  • Oliver Luxxe Assets reported no remaining H&E Equipment Services position as of Q1 2025 after selling out during the quarter.
  • Oliver Luxxe Assets sold 36,721 H&E Equipment Services shares in Q1 2025, an estimated $1.79M.
  • Oliver Luxxe Assets first reported a position in H&E Equipment Services in Q2 2024 and held it in 3 quarters.
  • Oliver Luxxe Assets's H&E Equipment Services position peaked at $1.79M in Q4 2024.
  • 250 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2025.

Based on Oliver Luxxe Assets's 13F filing for Q1 2025, filed 14 May 2025.