S
HEES

SignatureFD’s H&E Equipment Services HEES Stock Holding History

SignatureFD’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
-314
Closed -$29.8K – 3336
2025
Q1 		$29.8K Buy
314
+8
+3% +$696 ﹤0.01% 1853
2024
Q4 		$15K Buy
306
+39
+15% +$2.12K ﹤0.01% 2206
2024
Q3 		$13K Buy
267
+83
+45% +$3.9K ﹤0.01% 2236
2024
Q2 		$8.13K Sell
184
-103
-36% -$5.28K ﹤0.01% 2359
2024
Q1 		$18.4K Buy
287
+6
+2% +$329 ﹤0.01% 2037
2023
Q4 		$14.7K Buy
281
+4
+1% +$181 ﹤0.01% 2077
2023
Q3 		$12K Sell
277
-48
-15% -$2.19K ﹤0.01% 2106
2023
Q2 		$14.9K Buy
325
+301
+1,254% +$12K ﹤0.01% 2044
2023
Q1 		$1.06K Hold
24
– – ﹤0.01% 2978
2022
Q4 		$1.09K Sell
24
-14
-37% -$542 ﹤0.01% 2962
2022
Q3 		$1K Sell
38
-4
-10% -$126 ﹤0.01% 2971
2022
Q2 		$1K Hold
42
– – ﹤0.01% 2921
2022
Q1 		$2K Hold
42
– – ﹤0.01% 2805
2021
Q4 		$2K Hold
42
– – ﹤0.01% 2724
2021
Q3 		$1K Buy
+42
New +$1.39K ﹤0.01% 2831

Other funds holding HEES

DekaBank Deutsche Girozentrale
DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return
Osaic Holdings
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

SignatureFD's HEES Position: Q2 2025 in Review

SignatureFD sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 314 shares — an estimated $29.8K sold.

SignatureFD first reported a position in HEES in Q3 2021 and held it in 15 quarters. The position peaked at $29.8K in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

  • SignatureFD reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
  • SignatureFD sold 314 H&E Equipment Services shares in Q2 2025, an estimated $29.8K.
  • SignatureFD first reported a position in H&E Equipment Services in Q3 2021 and held it in 15 quarters.
  • SignatureFD's H&E Equipment Services position peaked at $29.8K in Q1 2025.
  • 3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on SignatureFD's 13F filing for Q2 2025, filed 16 Jul 2025.