Smartleaf Asset Management’s H&E Equipment Services HEES Stock Holding History

Smartleaf Asset Management’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	-95	Closed	-$9.06K	–	2832
2025 Q1	$9.06K	Buy	95 +71	+296%	+$6.18K	﹤0.01%	1964
2024 Q4	$1.18K	Buy	24 +7	+41%	+$381	﹤0.01%	2648
2024 Q3	$817	Buy	+17	New	+$799	﹤0.01%	2699

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

Smartleaf Asset Management's HEES Position: Q2 2025 in Review

Smartleaf Asset Management sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 95 shares — an estimated $9.06K sold.

Smartleaf Asset Management first reported a position in HEES in Q3 2024 and held it in 3 quarters. The position peaked at $9.06K in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

Smartleaf Asset Management reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
Smartleaf Asset Management sold 95 H&E Equipment Services shares in Q2 2025, an estimated $9.06K.
Smartleaf Asset Management first reported a position in H&E Equipment Services in Q3 2024 and held it in 3 quarters.
Smartleaf Asset Management's H&E Equipment Services position peaked at $9.06K in Q1 2025.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on Smartleaf Asset Management's 13F filing for Q2 2025, filed 14 Aug 2025.