Ameritas Investment Partners’s Hess HES Stock Holding History

Ameritas 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
2025 Q3	–	Sell	-2,617	Closed	-$363K	–	3175
2025 Q2	$363K	Sell	2,617 -76	-3%	-$10.3K	0.01%	971
2025 Q1	$430K	Hold	2,693	–	–	0.01%	884
2024 Q4	$358K	Sell	2,693 -106	-4%	-$14.8K	0.01%	983
2024 Q3	$380K	Sell	2,799 -178	-6%	-$24.8K	0.01%	953
2024 Q2	$439K	Hold	2,977	–	–	0.02%	853
2024 Q1	$454K	Sell	2,977 -95	-3%	-$13.8K	0.02%	857
2023 Q4	$443K	Sell	3,072 -117	-4%	-$17.2K	0.02%	847
2023 Q3	$488K	Sell	3,189 -160	-5%	-$24.1K	0.02%	777
2023 Q2	$455K	Hold	3,349	–	–	0.02%	798
2023 Q1	$443K	Hold	3,349	–	–	0.02%	797
2022 Q4	$520K	Sell	3,349 -168	-5%	-$23.1K	0.02%	766
2022 Q3	$383K	Hold	3,517	–	–	0.02%	823
2022 Q2	$372K	Hold	3,517	–	–	0.02%	832
2022 Q1	$376K	Sell	3,517 -264	-7%	-$25K	0.01%	882
2021 Q4	$280K	Hold	3,781	–	–	0.01%	1030
2021 Q3	$295K	Hold	3,781	–	–	0.01%	963
2021 Q2	$330K	Hold	3,781	–	–	0.01%	919
2021 Q1	$268K	Sell	3,781 -361	-9%	-$23.1K	0.01%	1029
2020 Q4	$219K	Sell	4,142 -46	-1%	-$2.09K	0.01%	1087
2020 Q3	$171K	Buy	4,188 +46	+1%	+$2.19K	0.01%	1113
2020 Q2	$215K	Sell	4,142 -300	-7%	-$13.7K	0.01%	989
2020 Q1	$148K	Hold	4,442	–	–	0.01%	1053
2019 Q4	$297K	Hold	4,442	–	–	0.01%	894
2019 Q3	$269K	Hold	4,442	–	–	0.01%	912
2019 Q2	$282K	Hold	4,442	–	–	0.01%	897
2019 Q1	$268K	Hold	4,442	–	–	0.01%	907
2018 Q4	$180K	Sell	4,442 -326	-7%	-$18.6K	0.01%	1022
2018 Q3	$341K	Sell	4,768 -330	-6%	-$21.8K	0.02%	837
2018 Q2	$341K	Sell	5,098 -487	-9%	-$29.1K	0.02%	823
2018 Q1	$283K	Sell	5,585 -379	-6%	-$18.6K	0.01%	919
2017 Q4	$283K	Sell	5,964 -471	-7%	-$21.2K	0.01%	910
2017 Q3	$250K	Hold	6,435	–	–	0.01%	943
2017 Q2	$282K	Hold	6,435	–	–	0.01%	900
2017 Q1	$310K	Hold	6,435	–	–	0.02%	872
2016 Q4	$401K	Hold	6,435	–	–	0.02%	796
2016 Q3	$345K	Buy	6,435 +1,224	+23%	+$65.6K	0.02%	822
2016 Q2	$313K	Buy	5,211 +279	+6%	+$16.2K	0.02%	808
2016 Q1	$260K	Buy	4,932 +400	+9%	+$17.7K	0.02%	854
2015 Q4	$220K	Hold	4,532	–	–	0.01%	897
2015 Q3	$227K	Hold	4,532	–	–	0.02%	879
2015 Q2	$303K	Hold	4,532	–	–	0.02%	807
2015 Q1	$308K	Sell	4,532 -22,973	-84%	-$1.64M	0.02%	819
2014 Q4	$2.03M	Sell	27,505 -1,733	-6%	-$137K	0.14%	161
2014 Q3	$2.76M	Sell	29,238 -347	-1%	-$34.3K	0.2%	112
2014 Q2	$2.92M	Buy	29,585 +1,795	+6%	+$162K	0.21%	102
2014 Q1	$2.3M	Buy	27,790 +769	+3%	+$61.1K	0.18%	138
2013 Q4	$2.24M	Buy	27,021 +196	+0.7%	+$15.9K	0.18%	138
2013 Q3	$2.07M	Buy	26,825 +6,025	+29%	+$449K	0.19%	131
2013 Q2	$1.38M	Buy	+20,800	New	+$1.44M	0.38%	108

Other funds holding HES

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

IFP Advisors Tampa, Florida $5.54B AUM 27.43% 1-Year Est. Return

VanEck Associates New York $133B AUM 72.99% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $18.1B AUM 24.69% 1-Year Est. Return

SignatureFD Atlanta, Georgia $7.49B AUM 24.82% 1-Year Est. Return

Ameritas Investment Partners's HES Position: Q3 2025 in Review

Ameritas Investment Partners sold out of Hess (HES) in Q3 2025, closing a stake of 2,617 shares — an estimated $363K sold.

Ameritas Investment Partners first reported a position in HES in Q2 2013 and held it in 49 quarters. The position peaked at $2.92M in Q2 2014. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

Ameritas Investment Partners reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
Ameritas Investment Partners sold 2,617 Hess shares in Q3 2025, an estimated $363K.
Ameritas Investment Partners first reported a position in Hess in Q2 2013 and held it in 49 quarters.
Ameritas Investment Partners's Hess position peaked at $2.92M in Q2 2014.
7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Ameritas Investment Partners's 13F filing for Q3 2025, filed 10 Nov 2025.