SJS Investment Consulting’s H&E Equipment Services HEES Stock Holding History

SJS Investment Consulting’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	-3	Closed	-$285	–	1594
2025 Q1	$285	Hold	3	–	–	﹤0.01%	1391
2024 Q4	$147	Sell	3 -1	-25%	-$54	﹤0.01%	1490
2024 Q3	$195	Sell	4 -1	-20%	-$47	﹤0.01%	1508
2024 Q2	$221	Buy	+5	New	+$256	﹤0.01%	1489

Other funds holding HEES

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

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

SJS Investment Consulting's HEES Position: Q2 2025 in Review

SJS Investment Consulting sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 3 shares — an estimated $285 sold.

SJS Investment Consulting first reported a position in HEES in Q2 2024 and held it in 4 quarters. The position peaked at $285 in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

SJS Investment Consulting reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
SJS Investment Consulting sold 3 H&E Equipment Services shares in Q2 2025, an estimated $285.
SJS Investment Consulting first reported a position in H&E Equipment Services in Q2 2024 and held it in 4 quarters.
SJS Investment Consulting's H&E Equipment Services position peaked at $285 in Q1 2025.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on SJS Investment Consulting's 13F filing for Q2 2025, filed 15 Jul 2025.