SIA
HEES

Sit Investment Associates’s H&E Equipment Services HEES Stock Holding History

Sit Investment Associates’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
Q1 		– Sell
-50,365
Closed -$2.47M – 533
2024
Q4 		$2.47M Hold
50,365
– – 0.06% 297
2024
Q3 		$2.45M Hold
50,365
– – 0.05% 289
2024
Q2 		$2.23M Buy
50,365
+1,350
+3% +$69.2K 0.05% 279
2024
Q1 		$3.15M Sell
49,015
-5,950
-11% -$326K 0.07% 257
2023
Q4 		$2.88M Sell
54,965
-4,650
-8% -$210K 0.07% 270
2023
Q3 		$2.58M Buy
59,615
+2,940
+5% +$134K 0.07% 259
2023
Q2 		$2.59M Hold
56,675
– – 0.07% 259
2023
Q1 		$2.51M Sell
56,675
-450
-0.8% -$21.9K 0.07% 268
2022
Q4 		$2.59M Sell
57,125
-25,325
-31% -$981K 0.07% 266
2022
Q3 		$2.34M Hold
82,450
– – 0.07% 260
2022
Q2 		$2.39M Hold
82,450
– – 0.07% 261
2022
Q1 		$3.59M Hold
82,450
– – 0.1% 242
2021
Q4 		$3.65M Buy
82,450
+3,375
+4% +$147K 0.09% 251
2021
Q3 		$2.75M Hold
79,075
– – 0.07% 267
2021
Q2 		$2.63M Hold
79,075
– – 0.07% 272
2021
Q1 		$3M Buy
79,075
+12,475
+19% +$399K 0.08% 264
2020
Q4 		$1.99M Buy
66,600
+21,000
+46% +$541K 0.05% 293
2020
Q3 		$896K Buy
45,600
+7,300
+19% +$143K 0.03% 352
2020
Q2 		$708K Sell
38,300
-26,275
-41% -$418K 0.02% 358
2020
Q1 		$948K Buy
64,575
+54,375
+533% +$1.32M 0.04% 326
2019
Q4 		$341K Buy
+10,200
New +$331K 0.01% 409

Other funds holding HEES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $19.3B AUM 58.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Sit Investment Associates's HEES Position: Q1 2025 in Review

Sit Investment Associates sold out of H&E Equipment Services (HEES) in Q1 2025, closing a stake of 50,365 shares — an estimated $2.47M sold.

Sit Investment Associates first reported a position in HEES in Q4 2019 and held it in 21 quarters. The position peaked at $3.65M in Q4 2021. 250 funds tracked by Wall St. Rank hold HEES as of Q1 2025.

  • Sit Investment Associates reported no remaining H&E Equipment Services position as of Q1 2025 after selling out during the quarter.
  • Sit Investment Associates sold 50,365 H&E Equipment Services shares in Q1 2025, an estimated $2.47M.
  • Sit Investment Associates first reported a position in H&E Equipment Services in Q4 2019 and held it in 21 quarters.
  • Sit Investment Associates's H&E Equipment Services position peaked at $3.65M in Q4 2021.
  • 250 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2025.

Based on Sit Investment Associates's 13F filing for Q1 2025, filed 13 May 2025.