Versor Investments’s H&E Equipment Services HEES Stock Holding History

Versor Investments’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	-69,544	Closed	-$6.59M	–	799
2025 Q1	$6.59M	Buy	+69,544	New	+$6.05M	1.07%	4
2024 Q4	–	Sell	-20,781	Closed	-$1.01M	–	847
2024 Q3	$1.01M	Buy	20,781 +9,616	+86%	+$452K	0.16%	186
2024 Q2	$493K	Buy	11,165 +4,600	+70%	+$236K	0.09%	365
2024 Q1	$421K	Buy	6,565 +2,300	+54%	+$126K	0.09%	388
2023 Q4	$223K	Buy	+4,265	New	+$193K	0.05%	624
2023 Q2	–	Sell	-6,883	Closed	-$304K	–	718
2023 Q1	$304K	Sell	6,883 -417	-6%	-$20.3K	0.04%	489
2022 Q4	$331K	Buy	+7,300	New	+$283K	0.03%	477
2022 Q3	–	Sell	-7,006	Closed	-$203K	–	865
2022 Q2	$203K	Buy	+7,006	New	+$246K	0.01%	739

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

Versor Investments's HEES Position: Q2 2025 in Review

Versor Investments sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 69,544 shares — an estimated $6.59M sold.

Versor Investments first reported a position in HEES in Q2 2022 and held it in 8 quarters. The position peaked at $6.59M in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

Versor Investments reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
Versor Investments sold 69,544 H&E Equipment Services shares in Q2 2025, an estimated $6.59M.
Versor Investments first reported a position in H&E Equipment Services in Q2 2022 and held it in 8 quarters.
Versor Investments's H&E Equipment Services position peaked at $6.59M in Q1 2025.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on Versor Investments's 13F filing for Q2 2025, filed 5 Aug 2025.