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

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