UBS Group
HEES

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

UBS Group’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
-67,100
Closed -$6.36M – 10496
2025
Q1 		$6.36M Buy
+67,100
New +$5.84M ﹤0.01% 3536
2015
Q3 		– Sell
-500
Closed -$10K – 8500
2015
Q2 		$10K Hold
500
– – ﹤0.01% 7455
2015
Q1 		$13K Buy
+500
New +$11.2K ﹤0.01% 7426

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