Verition Fund Management’s H&E Equipment Services HEES Stock Holding History

Verition Fund Management’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	-325,281	Closed	-$30.8M	–	3726
2025 Q1	$30.8M	Buy	+325,281	New	+$28.3M	0.14%	114
2024 Q4	–	Sell	-18,353	Closed	-$893K	–	3342
2024 Q3	$893K	Sell	18,353 -2,897	-14%	-$136K	﹤0.01%	1963
2024 Q2	$939K	Buy	21,250 +13,544	+176%	+$694K	0.01%	1715
2024 Q1	$495K	Sell	7,706 -2,929	-28%	-$161K	﹤0.01%	2011
2023 Q4	$556K	Buy	10,635 +4,839	+83%	+$219K	﹤0.01%	1471
2023 Q3	$250K	Buy	+5,796	New	+$264K	﹤0.01%	1844

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

Verition Fund Management's HEES Position: Q2 2025 in Review

Verition Fund Management sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 325,281 shares — an estimated $30.8M sold.

Verition Fund Management first reported a position in HEES in Q3 2023 and held it in 6 quarters. The position peaked at $30.8M in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

Verition Fund Management reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
Verition Fund Management sold 325,281 H&E Equipment Services shares in Q2 2025, an estimated $30.8M.
Verition Fund Management first reported a position in H&E Equipment Services in Q3 2023 and held it in 6 quarters.
Verition Fund Management's H&E Equipment Services position peaked at $30.8M in Q1 2025.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on Verition Fund Management's 13F filing for Q2 2025, filed 14 Aug 2025.