Prelude Capital Management’s H&E Equipment Services HEES Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-12,586
Closed -$1.19M 1140
2025
Q1
$1.19M Buy
+12,586
New +$1.1M 0.09% 266
2023
Q3
Sell
-4,748
Closed -$217K 1223
2023
Q2
$217K Buy
+4,748
New +$190K 0.01% 809
2021
Q4
Sell
-5,908
Closed -$205K 2098
2021
Q3
$205K Sell
5,908
-6,155
-51% -$204K 0.01% 1352
2021
Q2
$401K Sell
12,063
-6,437
-35% -$236K 0.01% 1056
2021
Q1
$703K Buy
18,500
+9,000
+95% +$288K 0.02% 750
2020
Q4
$283K Sell
9,500
-1,200
-11% -$30.9K 0.01% 939
2020
Q3
$210K Buy
10,700
+6,700
+168% +$131K 0.01% 674
2020
Q2
$74K Buy
+4,000
New +$63.7K ﹤0.01% 1036
2019
Q1
Sell
-18,000
Closed -$368K 1932
2018
Q4
$368K Buy
+18,000
New +$441K 0.02% 556
2017
Q4
Sell
-3,700
Closed -$108K 1490
2017
Q3
$108K Sell
3,700
-100
-3% -$2.32K 0.01% 855
2017
Q2
$78K Sell
3,800
-300
-7% -$6.29K 0.01% 858
2017
Q1
$101K Buy
4,100
+3,000
+273% +$73.5K 0.01% 780
2016
Q4
$26K Sell
1,100
-3,000
-73% -$55K ﹤0.01% 1257
2016
Q3
$69K Sell
4,100
-6,200
-60% -$106K 0.01% 946
2016
Q2
$196K Buy
+10,300
New +$194K 0.03% 503
2015
Q3
Sell
-33,344
Closed -$666K 1605
2015
Q2
$666K Sell
33,344
-40,331
-55% -$966K 0.09% 247
2015
Q1
$1.84M Buy
73,675
+5,235
+8% +$118K 0.26% 92
2014
Q4
$1.92M Buy
68,440
+23,340
+52% +$792K 0.28% 59
2014
Q3
$1.82M Buy
45,100
+11,821
+36% +$460K 0.26% 72
2014
Q2
$1.21M Buy
+33,279
New +$1.22M 0.16% 150

Other funds holding HEES

Prelude Capital Management's HEES Position: Q2 2025 in Review

Prelude Capital Management sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 12,586 shares — an estimated $1.19M sold.

Prelude Capital Management first reported a position in HEES in Q2 2014 and held it in 20 quarters. The position peaked at $1.92M in Q4 2014. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

  • Prelude Capital Management reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
  • Prelude Capital Management sold 12,586 H&E Equipment Services shares in Q2 2025, an estimated $1.19M.
  • Prelude Capital Management first reported a position in H&E Equipment Services in Q2 2014 and held it in 20 quarters.
  • Prelude Capital Management's H&E Equipment Services position peaked at $1.92M in Q4 2014.
  • 3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on Prelude Capital Management's 13F filing for Q2 2025, filed 14 Aug 2025.