SEI Investments’s H&E Equipment Services HEES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
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|
2025
Q1 | $365K | Sell |
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|
2024
Q4 | $5.85M | Buy |
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|
2024
Q2 | – | Sell |
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|
2024
Q1 | $1.23M | Buy |
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|
2023
Q4 | – | Sell |
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|
2023
Q3 | $533K | Sell |
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|
2023
Q2 | $1.14M | Sell |
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|
2023
Q1 | $2.23M | Buy |
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|
2022
Q4 | $898K | Sell |
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|
2022
Q3 | $602K | Hold |
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|
2022
Q2 | $615K | Buy |
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|
2022
Q1 | $536K | Hold |
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|
2021
Q4 | $545K | Sell |
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|
2021
Q3 | $544K | Sell |
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|
2021
Q2 | $560K | Buy |
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|
2018
Q3 | – | Sell |
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|
2018
Q2 | $56K | Buy |
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|
2018
Q1 | $50K | Buy |
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|
2017
Q4 | $53K | Hold |
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|
2017
Q3 | $38K | Buy |
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|
2017
Q2 | $23K | Hold |
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|
2017
Q1 | $28K | Sell |
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|
2016
Q4 | $412K | Buy |
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|
2016
Q3 | $21K | Buy |
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|
2016
Q2 | $2K | Buy |
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|
2016
Q1 | $0 | Hold |
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|
2015
Q4 | $0 | Sell |
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|
2015
Q3 | $945K | Buy |
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|
2015
Q2 | $317K | Buy |
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|
2015
Q1 | $389K | Sell |
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|
2014
Q4 | $534K | Buy |
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