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

Prelude Capital 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	-4,200	Closed	-$398K	–	1141
2025 Q1	$398K	Buy	+4,200	New	+$365K	0.03%	584

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

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.