Universal-Beteiligungs- und Servicegesellschaft’s H&E Equipment Services HEES Stock Holding History

Universal-Beteiligungs- und Servicegesellschaft’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	-14,796	Closed	-$1.4M	–	2051
2025 Q1	$1.4M	Buy	+14,796	New	+$1.29M	﹤0.01%	1355

Other funds holding HEES

DekaBank Deutsche Girozentrale Frankfurt, Germany $60.6B AUM 23.27% 1-Year Est. Return

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

Universal-Beteiligungs- und Servicegesellschaft's HEES Position: Q2 2025 in Review

Universal-Beteiligungs- und Servicegesellschaft sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 14,796 shares — an estimated $1.4M sold.

Universal-Beteiligungs- und Servicegesellschaft first reported a position in HEES in Q1 2025 and held it in 1 quarter. The position peaked at $1.4M in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

Universal-Beteiligungs- und Servicegesellschaft reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
Universal-Beteiligungs- und Servicegesellschaft sold 14,796 H&E Equipment Services shares in Q2 2025, an estimated $1.4M.
Universal-Beteiligungs- und Servicegesellschaft first reported a position in H&E Equipment Services in Q1 2025 and held it in 1 quarter.
Universal-Beteiligungs- und Servicegesellschaft's H&E Equipment Services position peaked at $1.4M in Q1 2025.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on Universal-Beteiligungs- und Servicegesellschaft's 13F filing for Q2 2025, filed 11 Aug 2025.