SBH
HEES

Segall Bryant & Hamill’s H&E Equipment Services HEES Stock Holding History

Segall Bryant & Hamill’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
-87,613
Closed -$4.29M – 602
2024
Q4 		$4.29M Sell
87,613
-12,953
-13% -$705K 0.06% 357
2024
Q3 		$4.9M Buy
100,566
+664
+0.7% +$31.2K 0.07% 336
2024
Q2 		$4.41M Buy
+99,902
New +$5.12M 0.08% 310

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

Segall Bryant & Hamill's HEES Position: Q1 2025 in Review

Segall Bryant & Hamill sold out of H&E Equipment Services (HEES) in Q1 2025, closing a stake of 87,613 shares — an estimated $4.29M sold.

Segall Bryant & Hamill first reported a position in HEES in Q2 2024 and held it in 3 quarters. The position peaked at $4.9M in Q3 2024. 250 funds tracked by Wall St. Rank hold HEES as of Q1 2025.

  • Segall Bryant & Hamill reported no remaining H&E Equipment Services position as of Q1 2025 after selling out during the quarter.
  • Segall Bryant & Hamill sold 87,613 H&E Equipment Services shares in Q1 2025, an estimated $4.29M.
  • Segall Bryant & Hamill first reported a position in H&E Equipment Services in Q2 2024 and held it in 3 quarters.
  • Segall Bryant & Hamill's H&E Equipment Services position peaked at $4.9M in Q3 2024.
  • 250 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2025.

Based on Segall Bryant & Hamill's 13F filing for Q1 2025, filed 2 May 2025.