UBS Group
HEES

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

Quarter Market Value Status Shares Shares
Change %
Trade Value Portfolio Weight Portfolio Position
2025
Q2
Sell
-958,347
Closed -$90.8M 9095
2025
Q1
$90.8M Buy
958,347
+558,074
+139% +$52.9M 0.02% 787
2024
Q4
$19.6M Buy
400,273
+314,331
+366% +$15.4M ﹤0.01% 1773
2024
Q3
$4.18M Sell
85,942
-41,664
-33% -$2.03M ﹤0.01% 2425
2024
Q2
$5.64M Sell
127,606
-74,448
-37% -$3.29M ﹤0.01% 2036
2024
Q1
$13M Buy
202,054
+18,876
+10% +$1.21M ﹤0.01% 1447
2023
Q4
$9.58M Buy
183,178
+14,319
+8% +$749K ﹤0.01% 1493
2023
Q3
$7.29M Buy
168,859
+28,484
+20% +$1.23M ﹤0.01% 1589
2023
Q2
$6.42M Buy
140,375
+51,949
+59% +$2.38M ﹤0.01% 1701
2023
Q1
$3.91M Sell
88,426
-13,546
-13% -$599K ﹤0.01% 2044
2022
Q4
$4.63M Buy
101,972
+13,629
+15% +$619K ﹤0.01% 1904
2022
Q3
$2.5M Buy
88,343
+13,409
+18% +$380K ﹤0.01% 2198
2022
Q2
$2.17M Sell
74,934
-9,661
-11% -$280K ﹤0.01% 2338
2022
Q1
$3.68M Buy
84,595
+23,419
+38% +$1.02M ﹤0.01% 2178
2021
Q4
$2.71M Buy
61,176
+7,224
+13% +$320K ﹤0.01% 2637
2021
Q3
$1.87M Sell
53,952
-5,456
-9% -$189K ﹤0.01% 2796
2021
Q2
$1.98M Sell
59,408
-3,142
-5% -$105K ﹤0.01% 2742
2021
Q1
$2.38M Buy
62,550
+8,187
+15% +$311K ﹤0.01% 2620
2020
Q4
$1.62M Sell
54,363
-28,069
-34% -$836K ﹤0.01% 2782
2020
Q3
$1.62M Buy
82,432
+19,820
+32% +$390K ﹤0.01% 2577
2020
Q2
$1.16M Sell
62,612
-31,651
-34% -$585K ﹤0.01% 2708
2020
Q1
$1.38M Buy
94,263
+4,454
+5% +$65.4K ﹤0.01% 2439
2019
Q4
$3M Sell
89,809
-595
-0.7% -$19.9K ﹤0.01% 2429
2019
Q3
$2.61M Buy
90,404
+20,128
+29% +$581K ﹤0.01% 2405
2019
Q2
$2.05M Buy
70,276
+49
+0.1% +$1.43K ﹤0.01% 2500
2019
Q1
$1.76M Buy
70,227
+29,571
+73% +$742K ﹤0.01% 2513
2018
Q4
$830K Buy
40,656
+15,416
+61% +$315K ﹤0.01% 3133
2018
Q3
$953K Sell
25,240
-31,699
-56% -$1.2M ﹤0.01% 3188
2018
Q2
$2.14M Buy
56,939
+35,020
+160% +$1.32M ﹤0.01% 2493
2018
Q1
$844K Sell
21,919
-26,994
-55% -$1.04M ﹤0.01% 3156
2017
Q4
$1.99M Sell
48,913
-17,228
-26% -$700K ﹤0.01% 2539
2017
Q3
$1.93M Sell
66,141
-18,361
-22% -$536K ﹤0.01% 2516
2017
Q2
$1.73M Sell
84,502
-24,907
-23% -$508K ﹤0.01% 2517
2017
Q1
$2.68M Sell
109,409
-45,504
-29% -$1.12M ﹤0.01% 2109
2016
Q4
$3.6M Sell
154,913
-54,801
-26% -$1.27M ﹤0.01% 1829
2016
Q3
$3.51M Sell
209,714
-35,398
-14% -$593K ﹤0.01% 1812
2016
Q2
$4.66M Sell
245,112
-105,296
-30% -$2M ﹤0.01% 1549
2016
Q1
$6.14M Sell
350,408
-28,808
-8% -$505K ﹤0.01% 1330
2015
Q4
$6.63M Sell
379,216
-78,137
-17% -$1.37M ﹤0.01% 1336
2015
Q3
$7.65M Buy
457,353
+113,338
+33% +$1.9M 0.01% 1219
2015
Q2
$6.87M Buy
344,015
+35,075
+11% +$700K ﹤0.01% 1386
2015
Q1
$7.72M Buy
308,940
+37,095
+14% +$927K 0.01% 1327
2014
Q4
$7.64M Buy
+271,845
New +$7.64M 0.01% 1317