WSFS
HEES

Wilmington Savings Fund Society’s H&E Equipment Services HEES Stock Holding History

Wilmington Savings Fund Society’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
-5,720
Closed -$280K – 2105
2024
Q4 		$280K Sell
5,720
-192
-3% -$10.5K 0.01% 721
2024
Q3 		$288K Buy
+5,912
New +$278K 0.01% 707

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 $19.3B AUM 58.13% 1-Year Est. Return
American Century Companies
American Century Companies Kansas City, Missouri $194B AUM 35% 1-Year Est. Return
Goldman Sachs
Goldman Sachs New York $871B AUM 31.28% 1-Year Est. Return
UOC
UBS O'Connor Chicago, Illinois $3.38B AUM 63.08% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Dimensional Fund Advisors
Dimensional Fund Advisors Austin, Texas $481B AUM 30.42% 1-Year Est. Return
Norges Bank
Norges Bank Oslo, Norway $935B AUM

Wilmington Savings Fund Society's HEES Position: Q1 2025 in Review

Wilmington Savings Fund Society sold out of H&E Equipment Services (HEES) in Q1 2025, closing a stake of 5,720 shares — an estimated $280K sold.

Wilmington Savings Fund Society first reported a position in HEES in Q3 2024 and held it in 2 quarters. The position peaked at $288K in Q3 2024. 250 funds tracked by Wall St. Rank hold HEES as of Q1 2025.

  • Wilmington Savings Fund Society reported no remaining H&E Equipment Services position as of Q1 2025 after selling out during the quarter.
  • Wilmington Savings Fund Society sold 5,720 H&E Equipment Services shares in Q1 2025, an estimated $280K.
  • Wilmington Savings Fund Society first reported a position in H&E Equipment Services in Q3 2024 and held it in 2 quarters.
  • Wilmington Savings Fund Society's H&E Equipment Services position peaked at $288K in Q3 2024.
  • 250 funds tracked by Wall St. Rank held H&E Equipment Services as of Q1 2025.

Based on Wilmington Savings Fund Society's 13F filing for Q1 2025, filed 8 May 2025.