ACA
HES

Atlas Capital Advisors’s Hess HES Stock Holding History

Atlas Capital Advisors’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
Q4 		– Sell
-30
Closed -$4.59K – 904
2023
Q3 		$4.59K Hold
30
– – ﹤0.01% 768
2023
Q2 		$4.08K Hold
30
– – ﹤0.01% 796
2023
Q1 		$3.97K Hold
30
– – ﹤0.01% 804
2022
Q4 		$4.25K Hold
30
– – ﹤0.01% 795
2022
Q3 		$3.27K Hold
30
– – ﹤0.01% 809
2022
Q2 		$3.18K Hold
30
– – ﹤0.01% 883
2022
Q1 		$3.21K Hold
30
– – ﹤0.01% 827
2021
Q4 		$2.22K Hold
30
– – ﹤0.01% 842
2021
Q3 		$2.34K Hold
30
– – ﹤0.01% 852
2021
Q2 		$2.62K Buy
+30
New +$2.42K ﹤0.01% 864
2018
Q4 		– Sell
-2,071
Closed -$153K – 579
2018
Q3 		$153K Buy
+2,071
New +$137K 0.05% 315

Other funds holding HES

Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 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
HI
HBK Investments Dallas, Texas $9.85B AUM 55.6% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return
Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.61T AUM 30.72% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return
Fayez Sarofim & Co
Fayez Sarofim & Co Houston, Texas $39.1B AUM 15.14% 1-Year Est. Return