Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-121,282
Closed -$16.8M 964
2025
Q2
$16.8M Buy
121,282
+7,995
+7% +$1.08M 0.05% 317
2025
Q1
$18.1M Buy
113,287
+5,528
+5% +$813K 0.06% 292
2024
Q4
$14.1M Buy
107,759
+4,281
+4% +$598K 0.05% 348
2024
Q3
$14.1M Buy
103,478
+2,598
+3% +$361K 0.05% 344
2024
Q2
$14.9M Sell
100,880
-876
-0.9% -$134K 0.06% 308
2024
Q1
$15.5M Sell
101,756
-20,906
-17% -$3.04M 0.06% 314
2023
Q4
$17.8M Buy
122,662
+13,310
+12% +$1.95M 0.07% 271
2023
Q3
$16.7M Sell
109,352
-5,380
-5% -$810K 0.07% 263
2023
Q2
$15.6M Buy
114,732
+2,076
+2% +$284K 0.07% 306
2023
Q1
$14.9M Sell
112,656
-493
-0.4% -$68.6K 0.07% 311
2022
Q4
$15.9M Sell
113,149
-5,449
-5% -$749K 0.08% 274
2022
Q3
$12.9M Buy
118,598
+2,909
+3% +$322K 0.07% 314
2022
Q2
$12.3M Sell
115,689
-3,665
-3% -$415K 0.06% 343
2022
Q1
$12.8M Sell
119,354
-2,862
-2% -$271K 0.05% 387
2021
Q4
$9.12M Sell
122,216
-918
-0.7% -$74.4K 0.03% 504
2021
Q3
$9.62M Sell
123,134
-4,452
-3% -$328K 0.04% 486
2021
Q2
$11.1M Sell
127,586
-13,564
-10% -$1.09M 0.04% 448
2021
Q1
$9.99M Buy
141,150
+5,735
+4% +$367K 0.04% 461
2020
Q4
$7.12M Buy
135,415
+498
+0.4% +$22.6K 0.03% 553
2020
Q3
$5.52M Sell
134,917
-2,860
-2% -$136K 0.03% 557
2020
Q2
$7.14M Sell
137,777
-1,282
-0.9% -$58.7K 0.04% 463
2020
Q1
$4.63M Sell
139,059
-2,466
-2% -$133K 0.03% 524
2019
Q4
$9.46M Buy
141,525
+50
+0% +$3.27K 0.04% 429
2019
Q3
$8.56M Buy
141,475
+768
+0.5% +$47.9K 0.04% 442
2019
Q2
$8.95M Buy
140,707
+10,087
+8% +$624K 0.04% 427
2019
Q1
$7.87M Sell
130,620
-323,461
-71% -$17.8M 0.04% 439
2018
Q4
$18.4M Sell
454,081
-2,134
-0.5% -$122K 0.04% 435
2018
Q3
$32.7M Sell
456,215
-1,931
-0.4% -$127K 0.07% 315
2018
Q2
$30.6M Buy
458,146
+21,506
+5% +$1.28M 0.07% 315
2018
Q1
$22.1M Sell
436,640
-2,753
-0.6% -$135K 0.05% 406
2017
Q4
$20.9M Buy
439,393
+889
+0.2% +$40.1K 0.05% 430
2017
Q3
$20.6M Buy
438,504
+3,171
+0.7% +$134K 0.05% 412
2017
Q2
$19.1M Sell
435,333
-793
-0.2% -$37.1K 0.05% 406
2017
Q1
$21M Sell
436,126
-42,655
-9% -$2.26M 0.06% 369
2016
Q4
$29.8M Buy
478,781
+445,100
+1,322% +$24.3M 0.08% 291
2016
Q3
$1.77M Buy
33,681
+2,406
+8% +$129K 0.03% 652
2016
Q2
$1.83M Hold
31,275
0.03% 646
2016
Q1
$1.61M Hold
31,275
0.02% 703
2015
Q4
$1.53M Sell
31,275
-91,800
-75% -$5.21M 0.02% 715
2015
Q3
$6.12M Buy
123,075
+94,220
+327% +$5.39M 0.09% 271
2015
Q2
$1.93M Buy
28,855
+2,093
+8% +$148K 0.03% 663
2015
Q1
$1.83M Sell
26,762
-54,080
-67% -$3.86M 0.02% 716
2014
Q4
$5.99M Sell
80,842
-96,449
-54% -$7.64M 0.08% 327
2014
Q3
$16.8M Buy
177,291
+110,652
+166% +$10.9M 0.23% 97
2014
Q2
$6.57M Buy
66,639
+24,129
+57% +$2.18M 0.1% 244
2014
Q1
$3.53M Buy
42,510
+1,690
+4% +$134K 0.06% 372
2013
Q4
$3.39M Sell
40,820
-7,140
-15% -$580K 0.05% 374
2013
Q3
$3.74M Sell
47,960
-65,178
-58% -$4.86M 0.06% 354
2013
Q2
$7.54M Buy
+113,138
New +$7.83M 0.12% 179

Other funds holding HES