Uniplan Investment Counsel’s H&E Equipment Services HEES Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Shares Change % | Capital Flow | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2025
Q1 | – | Sell |
-67,236
| Closed | -$3.29M | – | 183 |
|
|
2024
Q4 | $3.29M | Sell |
67,236
-448
| -0.7% | -$21.9K | 0.31% | 82 |
|
|
2024
Q3 | $3.29M | Sell |
67,684
-31,724
| -32% | -$1.54M | 0.29% | 80 |
|
|
2024
Q2 | $4.39M | Sell |
99,408
-20,666
| -17% | -$913K | 0.4% | 60 |
|
|
2024
Q1 | $7.71M | Buy |
120,074
+1,154
| +1% | +$74.1K | 0.61% | 43 |
|
|
2023
Q4 | $6.3M | Sell |
118,920
-3,352
| -3% | -$178K | 0.47% | 51 |
|
|
2023
Q3 | $5.43M | Sell |
122,272
-1,033
| -0.8% | -$45.8K | 0.42% | 60 |
|
|
2023
Q2 | $5.64M | Sell |
123,305
-396
| -0.3% | -$18.1K | 0.41% | 61 |
|
|
2023
Q1 | $5.47M | Sell |
123,701
-41,291
| -25% | -$1.83M | 0.39% | 60 |
|
|
2022
Q4 | $7.49M | Buy |
164,992
+231
| +0.1% | +$10.5K | 0.53% | 48 |
|
|
2022
Q3 | $4.67M | Sell |
164,761
-790
| -0.5% | -$22.4K | 0.36% | 58 |
|
|
2022
Q2 | $4.8M | Buy |
165,551
+6,559
| +4% | +$190K | 0.33% | 65 |
|
|
2022
Q1 | $6.92M | Buy |
158,992
+81,264
| +105% | +$3.54M | 0.41% | 53 |
|
|
2021
Q4 | $3.44M | Buy |
+77,728
| New | +$3.44M | 0.19% | 89 |
|