UIC
HEES

Uniplan Investment Counsel’s H&E Equipment Services HEES Stock Holding History

Uniplan Investment Counsel’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
Q1 		– Sell
-67,236
Closed -$3.29M – 183
2024
Q4 		$3.29M Sell
67,236
-448
-0.7% -$24.4K 0.31% 82
2024
Q3 		$3.29M Sell
67,684
-31,724
-32% -$1.49M 0.29% 80
2024
Q2 		$4.39M Sell
99,408
-20,666
-17% -$1.06M 0.4% 60
2024
Q1 		$7.71M Buy
120,074
+1,154
+1% +$63.3K 0.61% 43
2023
Q4 		$6.3M Sell
118,920
-3,352
-3% -$151K 0.47% 51
2023
Q3 		$5.43M Sell
122,272
-1,033
-0.8% -$47.1K 0.42% 60
2023
Q2 		$5.64M Sell
123,305
-396
-0.3% -$15.8K 0.41% 61
2023
Q1 		$5.47M Sell
123,701
-41,291
-25% -$2.01M 0.39% 60
2022
Q4 		$7.49M Buy
164,992
+231
+0.1% +$8.95K 0.53% 48
2022
Q3 		$4.67M Sell
164,761
-790
-0.5% -$24.9K 0.36% 58
2022
Q2 		$4.8M Buy
165,551
+6,559
+4% +$230K 0.33% 65
2022
Q1 		$6.92M Buy
158,992
+81,264
+105% +$3.42M 0.41% 53
2021
Q4 		$3.44M Buy
+77,728
New +$3.39M 0.19% 89

Other funds holding HEES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Uniplan Investment Counsel's HEES Position: Q1 2025 in Review

Uniplan Investment Counsel sold out of H&E Equipment Services (HEES) in Q1 2025, closing a stake of 67,236 shares — an estimated $3.29M sold.

Uniplan Investment Counsel first reported a position in HEES in Q4 2021 and held it in 13 quarters. The position peaked at $7.71M in Q1 2024. 250 funds tracked by Wall St. Rank hold HEES as of Q1 2025.

  • Uniplan Investment Counsel reported no remaining H&E Equipment Services position as of Q1 2025 after selling out during the quarter.
  • Uniplan Investment Counsel sold 67,236 H&E Equipment Services shares in Q1 2025, an estimated $3.29M.
  • Uniplan Investment Counsel first reported a position in H&E Equipment Services in Q4 2021 and held it in 13 quarters.
  • Uniplan Investment Counsel's H&E Equipment Services position peaked at $7.71M in Q1 2024.
  • 250 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2025.

Based on Uniplan Investment Counsel's 13F filing for Q1 2025, filed 15 May 2025.