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

Sagefield Capital’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	-6,900	Closed	-$654K	–	109
2025 Q1	$654K	Buy	+6,900	New	+$600K	0.08%	83

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

Sagefield Capital's HEES Position: Q2 2025 in Review

Sagefield Capital sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 6,900 shares — an estimated $654K sold.

Sagefield Capital first reported a position in HEES in Q1 2025 and held it in 1 quarter. The position peaked at $654K in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

Sagefield Capital reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
Sagefield Capital sold 6,900 H&E Equipment Services shares in Q2 2025, an estimated $654K.
Sagefield Capital first reported a position in H&E Equipment Services in Q1 2025 and held it in 1 quarter.
Sagefield Capital's H&E Equipment Services position peaked at $654K in Q1 2025.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

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