AIP
HES

Ahrens Investment Partners’s Hess HES Stock Holding History

Ahrens Investment Partners’s Portfolio HES Stock Details HES Fund Activity
Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake 		Trade Value Portfolio Weight Portfolio Position
2023
Q1 		$7.54K Buy
+57
New +$7.93K ﹤0.01% 690
2022
Q3 		– Sell
-57
Closed -$6K – 485
2022
Q2 		$6K Hold
57
– – ﹤0.01% 734
2022
Q1 		$6K Hold
57
– – ﹤0.01% 822
2021
Q4 		$4K Buy
+57
New +$4.62K ﹤0.01% 905

Other funds holding HES

Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $733B AUM 35.63% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $298B AUM 21.96% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
Bank of New York Mellon
Bank of New York Mellon New York $544B AUM 28.31% 1-Year Est. Return

Ahrens Investment Partners's HES Position: Q1 2023 in Review

Ahrens Investment Partners opened a new position in Hess (HES) in Q1 2023: 57 shares worth $7.54K. The stake represents ﹤0.01% of the portfolio and ranks #690 among its holdings. This is a return to the name: Ahrens Investment Partners previously reported a position in HES as recently as Q2 2022.

Ahrens Investment Partners first reported a position in HES in Q4 2021 and has held it in 4 quarters since. 720 funds tracked by Wall St. Rank hold HES as of Q1 2023.

  • Ahrens Investment Partners held 57 shares of Hess worth $7.54K as of Q1 2023.
  • Hess was a new Ahrens Investment Partners position in Q1 2023.
  • Hess made up ﹤0.01% of Ahrens Investment Partners's portfolio in Q1 2023, its #690 holding.
  • Ahrens Investment Partners first reported a position in Hess in Q4 2021 and has held it in 4 quarters since.
  • 720 funds tracked by Wall St. Rank held Hess as of Q1 2023.

Based on Ahrens Investment Partners's 13F filing for Q1 2023, filed 24 Apr 2023.