Adirondack Research & Management’s Hess Midstream HESM Stock Holding History

Adirondack Research & Management’s Portfolio HESM Stock Details HESM Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2020 Q1	–	Sell	-32,618	Closed	-$740K	–	91
2019 Q4	$740K	Buy	32,618 +11	+0%	+$230	0.64%	51
2019 Q3	$628K	Buy	32,607 +11	+0%	+$214	0.55%	57
2019 Q2	$636K	Buy	32,596 +9	+0%	+$185	0.46%	60
2019 Q1	$691K	Buy	+32,587	New	+$697K	0.43%	62

Other funds holding HESM

KACA

Kayne Anderson Capital Advisors Los Angeles, California $5.1B AUM 17.16% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

NIM

NXG Investment Management Dallas, Texas $2.23B AUM 42.72% 1-Year Est. Return

Goldman Sachs New York $1.15T AUM 47.82% 1-Year Est. Return

Invesco Atlanta, Georgia $1.26T AUM 61.52% 1-Year Est. Return

Allianz Asset Management Munich, Germany $123B AUM 45.23% 1-Year Est. Return

JP Morgan Chase New York $1.81T AUM 41.13% 1-Year Est. Return

TCA

Tortoise Capital Advisors Overland Park, Kansas $9.84B AUM 26.47% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

Adirondack Research & Management's HESM Position: Q1 2020 in Review

Adirondack Research & Management sold out of Hess Midstream (HESM) in Q1 2020, closing a stake of 32,618 shares — an estimated $740K sold.

Adirondack Research & Management first reported a position in HESM in Q1 2019 and held it in 4 quarters. The position peaked at $740K in Q4 2019. 64 funds tracked by Wall St. Rank hold HESM as of Q1 2020.

Adirondack Research & Management reported no remaining Hess Midstream position as of Q1 2020 after selling out during the quarter.
Adirondack Research & Management sold 32,618 Hess Midstream shares in Q1 2020, an estimated $740K.
Adirondack Research & Management first reported a position in Hess Midstream in Q1 2019 and held it in 4 quarters.
Adirondack Research & Management's Hess Midstream position peaked at $740K in Q4 2019.
64 funds tracked by Wall St. Rank held Hess Midstream as of Q1 2020.

Based on Adirondack Research & Management's 13F filing for Q1 2020, filed 13 May 2020.