AWM
HES

Atticus Wealth Management’s Hess HES Stock Holding History

Atticus Wealth Management’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
2022
Q4 		– Sell
-12
Closed -$1K – 577
2022
Q3 		$1K Hold
12
– – ﹤0.01% 536
2022
Q2 		$1K Hold
12
– – ﹤0.01% 570
2022
Q1 		$1K Buy
+12
New +$1.14K ﹤0.01% 558
2020
Q1 		– Sell
-10
Closed -$1K – 362
2019
Q4 		$1K Buy
+10
New +$654 ﹤0.01% 328

Other funds holding HES

Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.3T AUM 54.33% 1-Year Est. Return
Vanguard Group
Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return
BlackRock
BlackRock New York $6.73T AUM 46.02% 1-Year Est. Return
State Street
State Street Boston, Massachusetts $3.37T AUM 44.26% 1-Year Est. Return
Capital World Investors
Capital World Investors Los Angeles, California $846B AUM 46.74% 1-Year Est. Return
T. Rowe Price Associates
T. Rowe Price Associates Baltimore, Maryland $999B AUM 46.22% 1-Year Est. Return
Primecap Management
Primecap Management Pasadena, California $169B AUM 114.72% 1-Year Est. Return
Massachusetts Financial Services
Massachusetts Financial Services Boston, Massachusetts $315B AUM 27.84% 1-Year Est. Return
Geode Capital Management
Geode Capital Management Boston, Massachusetts $1.88T AUM 44.46% 1-Year Est. Return
Barrow, Hanley, Mewhinney & Strauss
Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $33B AUM 40.62% 1-Year Est. Return

Atticus Wealth Management's HES Position: Q4 2022 in Review

Atticus Wealth Management sold out of Hess (HES) in Q4 2022, closing a stake of 12 shares — an estimated $1K sold.

Atticus Wealth Management first reported a position in HES in Q4 2019 and held it in 4 quarters. The position peaked at $1K in Q3 2022. 710 funds tracked by Wall St. Rank hold HES as of Q4 2022.

  • Atticus Wealth Management reported no remaining Hess position as of Q4 2022 after selling out during the quarter.
  • Atticus Wealth Management sold 12 Hess shares in Q4 2022, an estimated $1K.
  • Atticus Wealth Management first reported a position in Hess in Q4 2019 and held it in 4 quarters.
  • Atticus Wealth Management's Hess position peaked at $1K in Q3 2022.
  • 710 funds tracked by Wall St. Rank held Hess as of Q4 2022.

Based on Atticus Wealth Management's 13F filing for Q4 2022, filed 31 Jan 2023.