SS
HEES

Steve Schonfeld’s H&E Equipment Services HEES Stock Holding History

Steve Schonfeld’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
-11,410
Closed -$559K – 2313
2024
Q4 		$559K Buy
11,410
+6,320
+124% +$344K ﹤0.01% 1345
2024
Q3 		$248K Sell
5,090
-23,299
-82% -$1.1M ﹤0.01% 1737
2024
Q2 		$1.25M Buy
+28,389
New +$1.46M 0.01% 1107
2024
Q1 		– Sell
-19,023
Closed -$995K – 2198
2023
Q4 		$995K Buy
+19,023
New +$859K 0.01% 1038
2023
Q3 		– Sell
-8,650
Closed -$396K – 1972
2023
Q2 		$396K Buy
+8,650
New +$346K ﹤0.01% 1303
2020
Q2 		– Sell
-12,200
Closed -$179K – 1357
2020
Q1 		$179K Buy
+12,200
New +$295K 0.01% 929

Other funds holding HEES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Steve Schonfeld's HEES Position: Q1 2025 in Review

Steve Schonfeld sold out of H&E Equipment Services (HEES) in Q1 2025, closing a stake of 11,410 shares — an estimated $559K sold.

Steve Schonfeld first reported a position in HEES in Q1 2020 and held it in 6 quarters. The position peaked at $1.25M in Q2 2024. 250 funds tracked by Wall St. Rank hold HEES as of Q1 2025.

  • Steve Schonfeld reported no remaining H&E Equipment Services position as of Q1 2025 after selling out during the quarter.
  • Steve Schonfeld sold 11,410 H&E Equipment Services shares in Q1 2025, an estimated $559K.
  • Steve Schonfeld first reported a position in H&E Equipment Services in Q1 2020 and held it in 6 quarters.
  • Steve Schonfeld's H&E Equipment Services position peaked at $1.25M in Q2 2024.
  • 250 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2025.

Based on Schonfeld Strategic Advisors's 13F filing for Q1 2025, filed 15 May 2025.