PAM
HEES

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

Panagora 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
Q1 		– Sell
-106,383
Closed -$5.21M – 1142
2024
Q4 		$5.21M Sell
106,383
-90,921
-46% -$4.95M 0.02% 337
2024
Q3 		$9.6M Sell
197,304
-1,770
-0.9% -$83.2K 0.05% 244
2024
Q2 		$8.79M Buy
199,074
+16,342
+9% +$838K 0.04% 234
2024
Q1 		$11.7M Buy
182,732
+47,191
+35% +$2.59M 0.06% 221
2023
Q4 		$7.09M Buy
135,541
+32,788
+32% +$1.48M 0.04% 269
2023
Q3 		$4.44M Buy
102,753
+47,749
+87% +$2.18M 0.03% 324
2023
Q2 		$2.52M Buy
55,004
+1,600
+3% +$63.9K 0.01% 480
2023
Q1 		$2.36M Buy
53,404
+592
+1% +$28.9K 0.01% 534
2022
Q4 		$2.4M Sell
52,812
-1,341
-2% -$51.9K 0.02% 579
2022
Q3 		$1.53M Buy
+54,153
New +$1.7M 0.01% 694
2021
Q2 		– Sell
-4,016
Closed -$153K – 2850
2021
Q1 		$153K Sell
4,016
-18,263
-82% -$585K ﹤0.01% 1789
2020
Q4 		$664K Sell
22,279
-172,849
-89% -$4.45M ﹤0.01% 1123
2020
Q3 		$3.84M Sell
195,128
-13,186
-6% -$258K 0.02% 462
2020
Q2 		$3.85M Buy
208,314
+24,566
+13% +$391K 0.02% 466
2020
Q1 		$2.7M Buy
183,748
+10,211
+6% +$247K 0.02% 509
2019
Q4 		$5.8M Buy
173,537
+164,494
+1,819% +$5.34M 0.03% 450
2019
Q3 		$261K Sell
9,043
-55,321
-86% -$1.5M ﹤0.01% 1537
2019
Q2 		$1.87M Hold
64,364
– – 0.01% 862
2019
Q1 		$1.62M Hold
64,364
– – 0.01% 918
2018
Q4 		$1.31M Buy
64,364
+31,330
+95% +$768K 0.01% 959
2018
Q3 		$1.25M Buy
33,034
+32,930
+31,663% +$1.19M ﹤0.01% 1033
2018
Q2 		$4K Buy
+104
New +$3.88K ﹤0.01% 2321

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

Panagora Asset Management's HEES Position: Q1 2025 in Review

Panagora Asset Management sold out of H&E Equipment Services (HEES) in Q1 2025, closing a stake of 106,383 shares — an estimated $5.21M sold.

Panagora Asset Management first reported a position in HEES in Q2 2018 and held it in 22 quarters. The position peaked at $11.7M in Q1 2024. 250 funds tracked by Wall St. Rank hold HEES as of Q1 2025.

  • Panagora Asset Management reported no remaining H&E Equipment Services position as of Q1 2025 after selling out during the quarter.
  • Panagora Asset Management sold 106,383 H&E Equipment Services shares in Q1 2025, an estimated $5.21M.
  • Panagora Asset Management first reported a position in H&E Equipment Services in Q2 2018 and held it in 22 quarters.
  • Panagora Asset Management's H&E Equipment Services position peaked at $11.7M in Q1 2024.
  • 250 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2025.

Based on Panagora Asset Management's 13F filing for Q1 2025, filed 15 May 2025.