O'Shaughnessy Asset Management’s H&E Equipment Services HEES Stock Holding History

O'Shaughnessy 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
2025 Q2	–	Sell	-3,102	Closed	-$294K	–	2436
2025 Q1	$294K	Buy	+3,102	New	+$270K	﹤0.01%	1598
2024 Q2	–	Sell	-4,069	Closed	-$261K	–	1996
2024 Q1	$261K	Buy	+4,069	New	+$223K	﹤0.01%	1384
2021 Q4	–	Sell	-2,473	Closed	-$86K	–	1765
2021 Q3	$86K	Buy	+2,473	New	+$82K	﹤0.01%	1430

Other funds holding HEES

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 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

O'Shaughnessy Asset Management's HEES Position: Q2 2025 in Review

O'Shaughnessy Asset Management sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 3,102 shares — an estimated $294K sold.

O'Shaughnessy Asset Management first reported a position in HEES in Q3 2021 and held it in 3 quarters. The position peaked at $294K in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

O'Shaughnessy Asset Management reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
O'Shaughnessy Asset Management sold 3,102 H&E Equipment Services shares in Q2 2025, an estimated $294K.
O'Shaughnessy Asset Management first reported a position in H&E Equipment Services in Q3 2021 and held it in 3 quarters.
O'Shaughnessy Asset Management's H&E Equipment Services position peaked at $294K in Q1 2025.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on O'Shaughnessy Asset Management's 13F filing for Q2 2025, filed 12 Aug 2025.