UBS AM
HEES

UBS AM’s H&E Equipment Services HEES Stock Holding History

UBS AM’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
-88,309
Closed -$8.37M – 2662
2025
Q1 		$8.37M Buy
88,309
+10,106
+13% +$879K ﹤0.01% 1311
2024
Q4 		$3.83M Buy
78,203
+16,401
+27% +$893K ﹤0.01% 1739
2024
Q3 		$3.01M Sell
61,802
-8,862
-13% -$417K ﹤0.01% 1815
2024
Q2 		$3.12M Buy
70,664
+31,686
+81% +$1.62M ﹤0.01% 1752
2024
Q1 		$2.5M Hold
38,978
– – ﹤0.01% 1568
2023
Q4 		$2.04M Hold
38,978
– – ﹤0.01% 1680
2023
Q3 		$1.68M Buy
38,978
+4,971
+15% +$227K ﹤0.01% 1715
2023
Q2 		$1.5M Hold
34,007
– – ﹤0.01% 1809
2023
Q1 		$1.5M Sell
34,007
-2,890
-8% -$141K ﹤0.01% 1809
2022
Q4 		$1.68M Sell
36,897
-1,610
-4% -$62.4K ﹤0.01% 1609
2022
Q3 		$1.09M Sell
38,507
-1,586
-4% -$49.9K ﹤0.01% 1914
2022
Q2 		$1.16M Sell
40,093
-7,763
-16% -$273K ﹤0.01% 1876
2022
Q1 		$2.08M Buy
47,856
+7,105
+17% +$299K ﹤0.01% 1774
2021
Q4 		$1.8M Buy
40,751
+1,714
+4% +$74.8K ﹤0.01% 1916
2021
Q3 		$1.35M Buy
39,037
+6,049
+18% +$201K ﹤0.01% 2012
2021
Q2 		$1.1M Buy
32,988
+2,276
+7% +$83.4K ﹤0.01% 2152
2021
Q1 		$1.17M Hold
30,712
– – ﹤0.01% 2016
2020
Q4 		$916K Hold
30,712
– – ﹤0.01% 2034
2020
Q3 		$604K Sell
30,712
-4,007
-12% -$78.3K ﹤0.01% 2051
2020
Q2 		$642K Buy
34,719
+18,498
+114% +$294K ﹤0.01% 2008
2020
Q1 		$238K Sell
16,221
-11,637
-42% -$282K ﹤0.01% 2222
2019
Q4 		$931K Buy
27,858
+1,425
+5% +$46.2K ﹤0.01% 1950
2019
Q3 		$763K Buy
26,433
+6,541
+33% +$177K ﹤0.01% 2083
2019
Q2 		$579K Buy
19,892
+6,992
+54% +$195K ﹤0.01% 2149
2019
Q1 		$324K Sell
12,900
-300
-2% -$7.89K ﹤0.01% 2292
2018
Q4 		$270K Sell
13,200
-7,163
-35% -$175K ﹤0.01% 2259
2018
Q3 		$769K Hold
20,363
– – ﹤0.01% 1909
2018
Q2 		$766K Buy
20,363
+100
+0.5% +$3.73K ﹤0.01% 1915
2018
Q1 		$780K Hold
20,263
– – ﹤0.01% 1863
2017
Q4 		$824K Buy
20,263
+8,163
+67% +$279K ﹤0.01% 1822
2017
Q3 		$353K Hold
12,100
– – ﹤0.01% 2032
2017
Q2 		$247K Hold
12,100
– – ﹤0.01% 2121
2017
Q1 		$297K Buy
+12,100
New +$296K ﹤0.01% 2020
2016
Q4 		– Sell
-17,400
Closed -$292K – 2559
2016
Q3 		$292K Hold
17,400
– – ﹤0.01% 2285
2016
Q2 		$331K Hold
17,400
– – ﹤0.01% 2180
2016
Q1 		$305K Sell
17,400
-1,900
-10% -$27.5K ﹤0.01% 2204
2015
Q4 		$337K Buy
19,300
+1,000
+5% +$18.4K ﹤0.01% 2286
2015
Q3 		$306K Hold
18,300
– – ﹤0.01% 2278
2015
Q2 		$365K Buy
18,300
+400
+2% +$9.58K ﹤0.01% 2240
2015
Q1 		$447K Buy
17,900
+2,500
+16% +$56.2K ﹤0.01% 2038
2014
Q4 		$433K Hold
15,400
– – ﹤0.01% 2015
2014
Q3 		$620K Hold
15,400
– – ﹤0.01% 1758
2014
Q2 		$560K Hold
15,400
– – ﹤0.01% 1850
2014
Q1 		$623K Buy
15,400
+3,900
+34% +$129K ﹤0.01% 1757
2013
Q4 		$341K Sell
11,500
-700
-6% -$19.2K ﹤0.01% 2037
2013
Q3 		$324K Hold
12,200
– – ﹤0.01% 2035
2013
Q2 		$257K Buy
+12,200
New +$255K ﹤0.01% 2099

Other funds holding HEES

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

UBS AM's HEES Position: Q2 2025 in Review

UBS AM sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 88,309 shares — an estimated $8.37M sold.

UBS AM first reported a position in HEES in Q2 2013 and held it in 47 quarters. The position peaked at $8.37M in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

  • UBS AM reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
  • UBS AM sold 88,309 H&E Equipment Services shares in Q2 2025, an estimated $8.37M.
  • UBS AM first reported a position in H&E Equipment Services in Q2 2013 and held it in 47 quarters.
  • UBS AM's H&E Equipment Services position peaked at $8.37M in Q1 2025.
  • 3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on UBS AM's 13F filing for Q2 2025, filed 14 Aug 2025.