HEES
SEI Investments’s H&E Equipment Services HEES Stock Holding History
| Quarter | Market Value | Status | Shares |
Shares Change % | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-3,851
| Closed | -$365K | – | 2838 |
|
|
2025
Q1 | $365K | Sell |
3,851
-115,691
| -97% | -$11M | ﹤0.01% | 2263 |
|
|
2024
Q4 | $5.85M | Buy |
+119,542
| New | +$5.85M | 0.01% | 1226 |
|
|
2024
Q2 | – | Sell |
-19,206
| Closed | -$1.23M | – | 2681 |
|
|
2024
Q1 | $1.23M | Buy |
+19,206
| New | +$1.23M | ﹤0.01% | 1798 |
|
|
2023
Q4 | – | Sell |
-12,347
| Closed | -$533K | – | 2637 |
|
|
2023
Q3 | $533K | Sell |
12,347
-12,519
| -50% | -$541K | ﹤0.01% | 2090 |
|
|
2023
Q2 | $1.14M | Sell |
24,866
-25,488
| -51% | -$1.17M | ﹤0.01% | 1840 |
|
|
2023
Q1 | $2.23M | Buy |
50,354
+30,565
| +154% | +$1.35M | ﹤0.01% | 1573 |
|
|
2022
Q4 | $898K | Sell |
19,789
-1,440
| -7% | -$65.4K | ﹤0.01% | 1791 |
|
|
2022
Q3 | $602K | Hold |
21,229
| – | – | ﹤0.01% | 1999 |
|
|
2022
Q2 | $615K | Buy |
21,229
+8,924
| +73% | +$259K | ﹤0.01% | 2018 |
|
|
2022
Q1 | $536K | Hold |
12,305
| – | – | ﹤0.01% | 2048 |
|
|
2021
Q4 | $545K | Sell |
12,305
-3,370
| -21% | -$149K | ﹤0.01% | 2064 |
|
|
2021
Q3 | $544K | Sell |
15,675
-1,145
| -7% | -$39.7K | ﹤0.01% | 2044 |
|
|
2021
Q2 | $560K | Buy |
+16,820
| New | +$560K | ﹤0.01% | 2022 |
|
|
2018
Q3 | – | Sell |
-1,493
| Closed | -$56K | – | 2880 |
|
|
2018
Q2 | $56K | Buy |
1,493
+193
| +15% | +$7.24K | ﹤0.01% | 2472 |
|
|
2018
Q1 | $50K | Buy |
1,300
+5
| +0.4% | +$192 | ﹤0.01% | 2353 |
|
|
2017
Q4 | $53K | Hold |
1,295
| – | – | ﹤0.01% | 2337 |
|
|
2017
Q3 | $38K | Buy |
1,295
+135
| +12% | +$3.96K | ﹤0.01% | 2337 |
|
|
2017
Q2 | $23K | Hold |
1,160
| – | – | ﹤0.01% | 2415 |
|
|
2017
Q1 | $28K | Sell |
1,160
-16,562
| -93% | -$400K | ﹤0.01% | 2263 |
|
|
2016
Q4 | $412K | Buy |
17,722
+16,446
| +1,289% | +$382K | ﹤0.01% | 1627 |
|
|
2016
Q3 | $21K | Buy |
1,276
+1,149
| +905% | +$18.9K | ﹤0.01% | 2267 |
|
|
2016
Q2 | $2K | Buy |
127
+116
| +1,055% | +$1.83K | ﹤0.01% | 2479 |
|
|
2016
Q1 | $0 | Hold |
11
| – | – | ﹤0.01% | 2553 |
|
|
2015
Q4 | $0 | Sell |
11
-56,555
| -100% | – | ﹤0.01% | 2595 |
|
|
2015
Q3 | $945K | Buy |
56,566
+40,643
| +255% | +$679K | 0.01% | 1064 |
|
|
2015
Q2 | $317K | Buy |
15,923
+339
| +2% | +$6.75K | ﹤0.01% | 1296 |
|
|
2015
Q1 | $389K | Sell |
15,584
-3,396
| -18% | -$84.8K | ﹤0.01% | 1243 |
|
|
2014
Q4 | $534K | Buy |
+18,980
| New | +$534K | ﹤0.01% | 1128 |
|