Rothschild Investment LLC’s H&E Equipment Services HEES Stock Holding History

Rothschild Investment LLC’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	-80	Closed	-$7.58K	–	3095
2025 Q1	$7.58K	Buy	80 +15	+23%	+$1.3K	﹤0.01%	1260
2024 Q4	$3.18K	Buy	65 +10	+18%	+$545	﹤0.01%	1545
2024 Q3	$2.68K	Buy	55 +45	+450%	+$2.12K	﹤0.01%	1579
2024 Q2	$442	Buy	10 +5	+100%	+$256	﹤0.01%	2097
2024 Q1	$321	Buy	+5	New	+$274	﹤0.01%	1528

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

Rothschild Investment LLC's HEES Position: Q2 2025 in Review

Rothschild Investment LLC sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 80 shares — an estimated $7.58K sold.

Rothschild Investment LLC first reported a position in HEES in Q1 2024 and held it in 5 quarters. The position peaked at $7.58K in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

Rothschild Investment LLC reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
Rothschild Investment LLC sold 80 H&E Equipment Services shares in Q2 2025, an estimated $7.58K.
Rothschild Investment LLC first reported a position in H&E Equipment Services in Q1 2024 and held it in 5 quarters.
Rothschild Investment LLC's H&E Equipment Services position peaked at $7.58K in Q1 2025.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on Rothschild Investment LLC's 13F filing for Q2 2025, filed 11 Aug 2025.