Simplex Trading’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
Q1 | – | Sell |
-667
| Closed | -$58K | – | 8937 |
|
|
2024
Q4 | $32K | Buy |
+667
| New | +$36.3K | ﹤0.01% | 6288 |
|
|
2024
Q3 | – | Sell |
-1,202
| Closed | -$56.5K | – | 8924 |
|
|
2024
Q2 | $53K | Buy |
+1,202
| New | +$61.6K | ﹤0.01% | 6029 |
|
|
2023
Q4 | – | Sell |
-1,738
| Closed | -$78.5K | – | 9209 |
|
|
2023
Q3 | $75K | Sell |
1,738
-428
| -20% | -$19.5K | ﹤0.01% | 5388 |
|
|
2023
Q2 | $99K | Buy |
+2,166
| New | +$86.5K | ﹤0.01% | 5092 |
|
|
2022
Q4 | – | Sell |
-2,265
| Closed | -$87.7K | – | 9661 |
|
|
2022
Q3 | $64K | Buy |
2,265
+1,550
| +217% | +$48.8K | ﹤0.01% | 6095 |
|
|
2022
Q2 | $20K | Buy |
+715
| New | +$25.1K | ﹤0.01% | 7609 |
|
|
2021
Q2 | – | Sell |
-2,517
| Closed | -$92.2K | – | 10279 |
|
|
2021
Q1 | $95K | Buy |
+2,517
| New | +$80.6K | ﹤0.01% | 5814 |
|
|
2020
Q4 | – | Sell |
-3,939
| Closed | -$101K | – | 8618 |
|
|
2020
Q3 | $77K | Sell |
3,939
-1,680
| -30% | -$32.8K | ﹤0.01% | 5178 |
|
|
2020
Q2 | $103K | Buy |
+5,619
| New | +$89.4K | ﹤0.01% | 4758 |
|
|
2019
Q4 | – | Sell |
-1,657
| Closed | -$53.7K | – | 7544 |
|
|
2019
Q3 | $47K | Sell |
1,657
-2,427
| -59% | -$65.6K | ﹤0.01% | 5072 |
|
|
2019
Q2 | $118K | Buy |
4,084
+3,760
| +1,160% | +$105K | ﹤0.01% | 4007 |
|
|
2019
Q1 | $8K | Sell |
324
-4,331
| -93% | -$114K | ﹤0.01% | 6271 |
|
|
2018
Q4 | $95K | Sell |
4,655
-1,493
| -24% | -$36.6K | ﹤0.01% | 3891 |
|
|
2018
Q3 | $232K | Buy |
6,148
+4,948
| +412% | +$179K | ﹤0.01% | 3483 |
|
|
2018
Q2 | $45K | Buy |
+1,200
| New | +$44.7K | ﹤0.01% | 5171 |
|
|
2017
Q3 | – | Sell |
-1,340
| Closed | -$31.1K | – | 6174 |
|
|
2017
Q2 | $27K | Sell |
1,340
-1,271
| -49% | -$26.7K | ﹤0.01% | 2988 |
|
|
2017
Q1 | $64K | Buy |
+2,611
| New | +$63.9K | ﹤0.01% | 2140 |
|
|
2016
Q4 | – | Sell |
-4,054
| Closed | -$74.3K | – | 6096 |
|
|
2016
Q3 | $67K | Buy |
+4,054
| New | +$69.6K | ﹤0.01% | 1855 |
|
|
2016
Q2 | – | Sell |
-5,749
| Closed | -$108K | – | 6046 |
|
|
2016
Q1 | $100K | Sell |
5,749
-13,926
| -71% | -$202K | 0.01% | 1351 |
|
|
2015
Q4 | $343K | Buy |
19,675
+17,874
| +992% | +$328K | 0.03% | 582 |
|
|
2015
Q3 | $30K | Buy |
+1,801
| New | +$31.6K | ﹤0.01% | 2390 |
|
|
2015
Q2 | – | Sell |
-1,332
| Closed | -$31.9K | – | 5433 |
|
|
2015
Q1 | $33K | Sell |
1,332
-10,296
| -89% | -$232K | ﹤0.01% | 1874 |
|
|
2014
Q4 | $327K | Buy |
+11,628
| New | +$395K | 0.04% | 398 |
|
Other funds holding HEES
Simplex Trading's HEES Position: Q1 2025 in Review
Simplex Trading sold out of H&E Equipment Services (HEES) in Q1 2025, closing a stake of 667 shares — an estimated $58K sold.
Simplex Trading first reported a position in HEES in Q4 2014 and held it in 23 quarters. The position peaked at $343K in Q4 2015. 250 funds tracked by Wall St. Rank hold HEES as of Q1 2025.
- Simplex Trading reported no remaining H&E Equipment Services position as of Q1 2025 after selling out during the quarter.
- Simplex Trading sold 667 H&E Equipment Services shares in Q1 2025, an estimated $58K.
- Simplex Trading first reported a position in H&E Equipment Services in Q4 2014 and held it in 23 quarters.
- Simplex Trading's H&E Equipment Services position peaked at $343K in Q4 2015.
- 250 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2025.
Based on Simplex Trading's 13F filing for Q1 2025, filed 12 May 2025.