SONA Asset Management (US)’s H&E Equipment Services HEES Stock Holding History

SONA Asset Management (US)’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	-320,849	Closed	-$30.4M	–	128
2025 Q1	$30.4M	Buy	+320,849	New	+$27.9M	0.91%	28

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

SONA Asset Management (US)'s HEES Position: Q2 2025 in Review

SONA Asset Management (US) sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 320,849 shares — an estimated $30.4M sold.

SONA Asset Management (US) first reported a position in HEES in Q1 2025 and held it in 1 quarter. The position peaked at $30.4M in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

SONA Asset Management (US) reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
SONA Asset Management (US) sold 320,849 H&E Equipment Services shares in Q2 2025, an estimated $30.4M.
SONA Asset Management (US) first reported a position in H&E Equipment Services in Q1 2025 and held it in 1 quarter.
SONA Asset Management (US)'s H&E Equipment Services position peaked at $30.4M in Q1 2025.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on SONA Asset Management (US)'s 13F filing for Q2 2025, filed 14 Aug 2025.