WHG
HEES

Westwood Holdings Group’s H&E Equipment Services HEES Stock Holding History

Westwood Holdings Group’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
Q1 		– Sell
-855,476
Closed -$41.9M – 480
2024
Q4 		$41.9M Buy
855,476
+823,510
+2,576% +$44.8M 0.32% 110
2024
Q3 		$1.56M Buy
+31,966
New +$1.5M 0.01% 352

Other funds holding HEES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
PCM
Pentwater Capital Management Naples, Florida $16.4B AUM 55.44% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $226B AUM 44.75% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.76B AUM 62.41% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $10.2B AUM 67.73% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $552B AUM 44.19% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $1T AUM

Westwood Holdings Group's HEES Position: Q1 2025 in Review

Westwood Holdings Group sold out of H&E Equipment Services (HEES) in Q1 2025, closing a stake of 855,476 shares — an estimated $41.9M sold.

Westwood Holdings Group first reported a position in HEES in Q3 2024 and held it in 2 quarters. The position peaked at $41.9M in Q4 2024. 250 funds tracked by Wall St. Rank hold HEES as of Q1 2025.

  • Westwood Holdings Group reported no remaining H&E Equipment Services position as of Q1 2025 after selling out during the quarter.
  • Westwood Holdings Group sold 855,476 H&E Equipment Services shares in Q1 2025, an estimated $41.9M.
  • Westwood Holdings Group first reported a position in H&E Equipment Services in Q3 2024 and held it in 2 quarters.
  • Westwood Holdings Group's H&E Equipment Services position peaked at $41.9M in Q4 2024.
  • 250 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2025.

Based on Westwood Holdings Group's 13F filing for Q1 2025, filed 9 May 2025.