Xponance’s H&E Equipment Services HEES Stock Holding History

Xponance’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	-2,444	Closed	-$232K	–	1522
2025 Q1	$232K	Buy	+2,444	New	+$213K	﹤0.01%	1212

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

Xponance's HEES Position: Q2 2025 in Review

Xponance sold out of H&E Equipment Services (HEES) in Q2 2025, closing a stake of 2,444 shares — an estimated $232K sold.

Xponance first reported a position in HEES in Q1 2025 and held it in 1 quarter. The position peaked at $232K in Q1 2025. 3 funds tracked by Wall St. Rank hold HEES as of Q2 2025.

Xponance reported no remaining H&E Equipment Services position as of Q2 2025 after selling out during the quarter.
Xponance sold 2,444 H&E Equipment Services shares in Q2 2025, an estimated $232K.
Xponance first reported a position in H&E Equipment Services in Q1 2025 and held it in 1 quarter.
Xponance's H&E Equipment Services position peaked at $232K in Q1 2025.
3 funds tracked by Wall St. Rank held H&E Equipment Services as of Q2 2025.

Based on Xponance's 13F filing for Q2 2025, filed 14 Aug 2025.