SC
HEES

Steven Cohen’s H&E Equipment Services HEES Stock Holding History

Steven Cohen’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
2024
Q4 		– Sell
-4,000
Closed -$195K – 2223
2024
Q3 		$195K Sell
4,000
-600
-13% -$28.2K ﹤0.01% 1799
2024
Q2 		$203K Buy
4,600
+1,400
+44% +$71.8K ﹤0.01% 1611
2024
Q1 		$205K Sell
3,200
-1,400
-30% -$76.8K ﹤0.01% 1894
2023
Q4 		$241K Buy
4,600
+1,567
+52% +$70.8K ﹤0.01% 1758
2023
Q3 		$131K Buy
3,033
+3,031
+151,550% +$138K ﹤0.01% 1893
2023
Q2 		$83 Buy
+2
New +$80 ﹤0.01% 2059
2017
Q3 		– Sell
-138,333
Closed -$2.82M – 949
2017
Q2 		$2.82M Buy
138,333
+81,733
+144% +$1.71M 0.02% 594
2017
Q1 		$1.39M Buy
+56,600
New +$1.39M 0.01% 704

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
Macquarie Group
Macquarie Group Sydney, NSW 2000, Australia $23.2B AUM 40.19% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
ClearBridge Investments
ClearBridge Investments New York $121B AUM 27.52% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
PP
Pertento Partners London, United Kingdom $1.86B AUM 53.86% 1-Year Est. Return
WHG
Westwood Holdings Group Dallas, Texas $13.3B AUM 29.38% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Steven Cohen's HEES Position: Q4 2024 in Review

Steven Cohen sold out of H&E Equipment Services (HEES) in Q4 2024, closing a stake of 4,000 shares — an estimated $195K sold.

Steven Cohen first reported a position in HEES in Q1 2017 and held it in 8 quarters. The position peaked at $2.82M in Q2 2017. 198 funds tracked by Wall St. Rank hold HEES as of Q4 2024.

  • Steven Cohen reported no remaining H&E Equipment Services position as of Q4 2024 after selling out during the quarter.
  • Steven Cohen sold 4,000 H&E Equipment Services shares in Q4 2024, an estimated $195K.
  • Steven Cohen first reported a position in H&E Equipment Services in Q1 2017 and held it in 8 quarters.
  • Steven Cohen's H&E Equipment Services position peaked at $2.82M in Q2 2017.
  • 198 funds tracked by Wall St. Rank held H&E Equipment Services as of Q4 2024.

Based on Point72 Asset Management's 13F filing for Q4 2024, filed 14 Feb 2025.