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 |
-3,851
| Closed | -$365K | – | 2838 |
|
|
2025
Q1 | $365K | Sell |
3,851
-115,691
| -97% | -$10.1M | ﹤0.01% | 2263 |
|
|
2024
Q4 | $5.85M | Buy |
+119,542
| New | +$6.51M | 0.01% | 1226 |
|
|
2024
Q2 | – | Sell |
-19,206
| Closed | -$1.23M | – | 2681 |
|
|
2024
Q1 | $1.23M | Buy |
+19,206
| New | +$1.05M | ﹤0.01% | 1798 |
|
|
2023
Q4 | – | Sell |
-12,347
| Closed | -$533K | – | 2637 |
|
|
2023
Q3 | $533K | Sell |
12,347
-12,519
| -50% | -$570K | ﹤0.01% | 2090 |
|
|
2023
Q2 | $1.14M | Sell |
24,866
-25,488
| -51% | -$1.02M | ﹤0.01% | 1840 |
|
|
2023
Q1 | $2.23M | Buy |
50,354
+30,565
| +154% | +$1.49M | ﹤0.01% | 1573 |
|
|
2022
Q4 | $898K | Sell |
19,789
-1,440
| -7% | -$55.8K | ﹤0.01% | 1791 |
|
|
2022
Q3 | $602K | Hold |
21,229
| – | – | ﹤0.01% | 1999 |
|
|
2022
Q2 | $615K | Buy |
21,229
+8,924
| +73% | +$313K | ﹤0.01% | 2018 |
|
|
2022
Q1 | $536K | Hold |
12,305
| – | – | ﹤0.01% | 2048 |
|
|
2021
Q4 | $545K | Sell |
12,305
-3,370
| -21% | -$147K | ﹤0.01% | 2064 |
|
|
2021
Q3 | $544K | Sell |
15,675
-1,145
| -7% | -$38K | ﹤0.01% | 2044 |
|
|
2021
Q2 | $560K | Buy |
+16,820
| New | +$616K | ﹤0.01% | 2022 |
|
|
2018
Q3 | – | Sell |
-1,493
| Closed | -$56K | – | 2879 |
|
|
2018
Q2 | $56K | Buy |
1,493
+193
| +15% | +$7.2K | ﹤0.01% | 2474 |
|
|
2018
Q1 | $50K | Buy |
1,300
+5
| +0.4% | +$197 | ﹤0.01% | 2354 |
|
|
2017
Q4 | $53K | Hold |
1,295
| – | – | ﹤0.01% | 2337 |
|
|
2017
Q3 | $38K | Buy |
1,295
+135
| +12% | +$3.14K | ﹤0.01% | 2337 |
|
|
2017
Q2 | $23K | Hold |
1,160
| – | – | ﹤0.01% | 2415 |
|
|
2017
Q1 | $28K | Sell |
1,160
-16,562
| -93% | -$406K | ﹤0.01% | 2263 |
|
|
2016
Q4 | $412K | Buy |
17,722
+16,446
| +1,289% | +$301K | ﹤0.01% | 1627 |
|
|
2016
Q3 | $21K | Buy |
1,276
+1,149
| +905% | +$19.7K | ﹤0.01% | 2267 |
|
|
2016
Q2 | $2K | Buy |
127
+116
| +1,055% | +$2.18K | ﹤0.01% | 2480 |
|
|
2016
Q1 | $0 | Hold |
11
| – | – | ﹤0.01% | 2552 |
|
|
2015
Q4 | $0 | Sell |
11
-56,555
| -100% | -$1.04M | ﹤0.01% | 2594 |
|
|
2015
Q3 | $945K | Buy |
56,566
+40,643
| +255% | +$714K | 0.01% | 1064 |
|
|
2015
Q2 | $317K | Buy |
15,923
+339
| +2% | +$8.12K | ﹤0.01% | 1297 |
|
|
2015
Q1 | $389K | Sell |
15,584
-3,396
| -18% | -$76.4K | ﹤0.01% | 1243 |
|
|
2014
Q4 | $534K | Buy |
+18,980
| New | +$644K | ﹤0.01% | 1128 |
|
Other funds holding HEES
SEI Investments's HEES Position: Q2 2025 in Review
SEI Investments sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 3,851 shares — an estimated $365K sold.
SEI Investments first reported a position in HEES in Q4 2014 and held it in 28 quarters. The position peaked at $5.85M in Q4 2024. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.
- SEI Investments reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
- SEI Investments sold 3,851 H&E Equipment Services shares in Q2 2025, an estimated $365K.
- SEI Investments first reported a position in H&E Equipment Services in Q4 2014 and held it in 28 quarters.
- SEI Investments's H&E Equipment Services position peaked at $5.85M in Q4 2024.
- 3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.
Based on SEI Investments's 13F filing for Q2 2025, filed 14 Aug 2025.