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 Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 1-Year Est. Return

BIG

Brooklyn Investment Group Brooklyn, New York $3.2B AUM 26.32% 1-Year Est. Return

UBS Group's HEES Position: Q2 2025 in Review

UBS Group sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 958,347 shares — an estimated $90.8M sold.

UBS Group first reported a position in HEES in Q4 2014 and held it in 42 quarters. The position peaked at $90.8M in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

UBS Group reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
UBS Group sold 958,347 H&E Equipment Services shares in Q2 2025, an estimated $90.8M.
UBS Group first reported a position in H&E Equipment Services in Q4 2014 and held it in 42 quarters.
UBS Group's H&E Equipment Services position peaked at $90.8M in Q1 2025.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

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