UBS Group’s H&E Equipment Services HEES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q2 | – | Sell |
-958,347
| Closed | -$90.8M | – | 10495 |
|
|
2025
Q1 | $90.8M | Buy |
958,347
+558,074
| +139% | +$48.6M | 0.02% | 991 |
|
|
2024
Q4 | $19.6M | Buy |
400,273
+314,331
| +366% | +$17.1M | ﹤0.01% | 2339 |
|
|
2024
Q3 | $4.18M | Sell |
85,942
-41,664
| -33% | -$1.96M | ﹤0.01% | 3256 |
|
|
2024
Q2 | $5.64M | Sell |
127,606
-74,448
| -37% | -$3.82M | ﹤0.01% | 2756 |
|
|
2024
Q1 | $13M | Buy |
202,054
+18,876
| +10% | +$1.04M | ﹤0.01% | 2050 |
|
|
2023
Q4 | $9.58M | Buy |
183,178
+14,319
| +8% | +$647K | ﹤0.01% | 2136 |
|
|
2023
Q3 | $7.29M | Buy |
168,859
+28,484
| +20% | +$1.3M | ﹤0.01% | 2234 |
|
|
2023
Q2 | $6.42M | Buy |
140,375
+51,949
| +59% | +$2.08M | ﹤0.01% | 2341 |
|
|
2023
Q1 | $3.91M | Sell |
88,426
-13,546
| -13% | -$661K | ﹤0.01% | 2758 |
|
|
2022
Q4 | $4.63M | Buy |
101,972
+13,629
| +15% | +$528K | ﹤0.01% | 2580 |
|
|
2022
Q3 | $2.5M | Buy |
88,343
+13,409
| +18% | +$422K | ﹤0.01% | 2962 |
|
|
2022
Q2 | $2.17M | Sell |
74,934
-9,661
| -11% | -$339K | ﹤0.01% | 3086 |
|
|
2022
Q1 | $3.68M | Buy |
84,595
+23,419
| +38% | +$985K | ﹤0.01% | 2845 |
|
|
2021
Q4 | $2.71M | Buy |
61,176
+7,224
| +13% | +$315K | ﹤0.01% | 3463 |
|
|
2021
Q3 | $1.87M | Sell |
53,952
-5,456
| -9% | -$181K | ﹤0.01% | 3629 |
|
|
2021
Q2 | $1.98M | Sell |
59,408
-3,142
| -5% | -$115K | ﹤0.01% | 3583 |
|
|
2021
Q1 | $2.38M | Buy |
62,550
+8,187
| +15% | +$262K | ﹤0.01% | 3393 |
|
|
2020
Q4 | $1.62M | Sell |
54,363
-28,069
| -34% | -$723K | ﹤0.01% | 3584 |
|
|
2020
Q3 | $1.62M | Buy |
82,432
+19,820
| +32% | +$387K | ﹤0.01% | 3249 |
|
|
2020
Q2 | $1.16M | Sell |
62,612
-31,651
| -34% | -$504K | ﹤0.01% | 3385 |
|
|
2020
Q1 | $1.38M | Buy |
94,263
+4,454
| +5% | +$108K | ﹤0.01% | 3089 |
|
|
2019
Q4 | $3M | Sell |
89,809
-595
| -0.7% | -$19.3K | ﹤0.01% | 3131 |
|
|
2019
Q3 | $2.61M | Buy |
90,404
+20,128
| +29% | +$544K | ﹤0.01% | 3045 |
|
|
2019
Q2 | $2.04M | Buy |
70,276
+49
| +0.1% | +$1.36K | ﹤0.01% | 3133 |
|
|
2019
Q1 | $1.76M | Buy |
70,227
+29,571
| +73% | +$778K | ﹤0.01% | 3095 |
|
|
2018
Q4 | $830K | Buy |
40,656
+15,416
| +61% | +$378K | ﹤0.01% | 3847 |
|
|
2018
Q3 | $953K | Sell |
25,240
-31,699
| -56% | -$1.15M | ﹤0.01% | 3893 |
|
|
2018
Q2 | $2.14M | Buy |
56,939
+35,020
| +160% | +$1.31M | ﹤0.01% | 3102 |
|
|
2018
Q1 | $844K | Sell |
21,919
-26,994
| -55% | -$1.06M | ﹤0.01% | 3854 |
|
|
2017
Q4 | $1.99M | Sell |
48,913
-17,228
| -26% | -$590K | ﹤0.01% | 3208 |
|
|
2017
Q3 | $1.93M | Sell |
66,141
-18,361
| -22% | -$426K | ﹤0.01% | 3154 |
|
|
2017
Q2 | $1.73M | Sell |
84,502
-24,907
| -23% | -$522K | ﹤0.01% | 3145 |
|
|
2017
Q1 | $2.68M | Sell |
109,409
-45,504
| -29% | -$1.11M | ﹤0.01% | 2659 |
|
|
2016
Q4 | $3.6M | Sell |
154,913
-54,801
| -26% | -$1M | ﹤0.01% | 2380 |
|
|
2016
Q3 | $3.51M | Sell |
209,714
-35,398
| -14% | -$607K | ﹤0.01% | 2352 |
|
|
2016
Q2 | $4.66M | Sell |
245,112
-105,296
| -30% | -$1.98M | ﹤0.01% | 2002 |
|
|
2016
Q1 | $6.14M | Sell |
350,408
-28,808
| -8% | -$418K | 0.01% | 1696 |
|
|
2015
Q4 | $6.63M | Sell |
379,216
-78,137
| -17% | -$1.43M | 0.01% | 1734 |
|
|
2015
Q3 | $7.65M | Buy |
457,353
+113,338
| +33% | +$1.99M | 0.01% | 1592 |
|
|
2015
Q2 | $6.87M | Buy |
344,015
+35,075
| +11% | +$840K | 0.01% | 1788 |
|
|
2015
Q1 | $7.72M | Buy |
308,940
+37,095
| +14% | +$835K | 0.01% | 1690 |
|
|
2014
Q4 | $7.64M | Buy |
+271,845
| New | +$9.23M | 0.01% | 1723 |
|
