Wedge Capital Management’s H&E Equipment Services HEES Stock Holding History

Wedge Capital 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	-20,682	Closed	-$1.96M	–	523
2025 Q1	$1.96M	Sell	20,682 -55,008	-73%	-$4.79M	0.04%	328
2024 Q4	$3.71M	Sell	75,690 -1,085	-1%	-$59.1K	0.07%	241
2024 Q3	$3.74M	Sell	76,775 -5,547	-7%	-$261K	0.06%	242
2024 Q2	$3.64M	Buy	82,322 +5,731	+7%	+$294K	0.06%	248
2024 Q1	$4.92M	Buy	+76,591	New	+$4.2M	0.08%	234

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

Wedge Capital Management's HEES Position: Q2 2025 in Review

Wedge Capital Management sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 20,682 shares — an estimated $1.96M sold.

Wedge Capital Management first reported a position in HEES in Q1 2024 and held it in 5 quarters. The position peaked at $4.92M in Q1 2024. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

Wedge Capital Management reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
Wedge Capital Management sold 20,682 H&E Equipment Services shares in Q2 2025, an estimated $1.96M.
Wedge Capital Management first reported a position in H&E Equipment Services in Q1 2024 and held it in 5 quarters.
Wedge Capital Management's H&E Equipment Services position peaked at $4.92M in Q1 2024.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on Wedge Capital Management's 13F filing for Q2 2025, filed 11 Jul 2025.