Wellington Shields & Co’s H&E Equipment Services HEES Stock Holding History

Wellington Shields & Co’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	-500	Closed	-$47.4K	–	322
2025 Q1	$47.4K	Buy	+500	New	+$43.5K	0.01%	276
2019 Q4	–	Sell	-9,000	Closed	-$260K	–	197
2019 Q3	$260K	Buy	+9,000	New	+$243K	0.4%	79
2018 Q4	–	Sell	-6,460	Closed	-$244K	–	156
2018 Q3	$244K	Buy	6,460 +27	+0.4%	+$978	0.13%	117
2018 Q2	$242K	Sell	6,433 -529	-8%	-$19.7K	0.13%	123
2018 Q1	$268K	Sell	6,962 -181	-3%	-$7.12K	0.14%	120
2017 Q4	$290K	Sell	7,143 -3,903	-35%	-$134K	0.16%	118
2017 Q3	$323K	Buy	+11,046	New	+$257K	0.11%	103

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

Wellington Shields & Co's HEES Position: Q2 2025 in Review

Wellington Shields & Co sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 500 shares — an estimated $47.4K sold.

Wellington Shields & Co first reported a position in HEES in Q3 2017 and held it in 7 quarters. The position peaked at $323K in Q3 2017. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

Wellington Shields & Co reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
Wellington Shields & Co sold 500 H&E Equipment Services shares in Q2 2025, an estimated $47.4K.
Wellington Shields & Co first reported a position in H&E Equipment Services in Q3 2017 and held it in 7 quarters.
Wellington Shields & Co's H&E Equipment Services position peaked at $323K in Q3 2017.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on Wellington Shields & Co's 13F filing for Q2 2025, filed 5 Aug 2025.