Bank Julius Baer & Co’s Hess HES Stock Holding History

Bank Julius Baer & Co’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	-175	Closed	-$24.2K	–	685
2025 Q2	$24.2K	Hold	175	–	–	﹤0.01%	573
2025 Q1	$28K	Buy	+175	New	+$25.7K	﹤0.01%	567
2022 Q2	–	Sell	-200	Closed	-$21K	–	610
2022 Q1	$21K	Buy	+200	New	+$19K	﹤0.01%	554
2020 Q3	–	Sell	-16	Closed	-$1K	–	755
2020 Q2	$1K	Buy	+16	New	+$733	﹤0.01%	671

Other funds holding HES

DekaBank Deutsche Girozentrale Frankfurt, Germany $59.2B AUM 26.02% 1-Year Est. Return

Osaic Holdings Scottsdale, Arizona $85.1B AUM 27.35% 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 $164B AUM 112.45% 1-Year Est. Return

HNB

Huntington National Bank Columbus, Ohio $20.6B AUM 34.61% 1-Year Est. Return

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

Bank Julius Baer & Co's HES Position: Q3 2025 in Review

Bank Julius Baer & Co sold out of Hess (HES) in Q3 2025, closing a stake of 175 shares — an estimated $24.2K sold.

Bank Julius Baer & Co first reported a position in HES in Q2 2020 and held it in 4 quarters. The position peaked at $28K in Q1 2025. 7 funds tracked by Wall St. Rank hold HES as of Q3 2025.

Bank Julius Baer & Co reported no remaining Hess position as of Q3 2025 after selling out during the quarter.
Bank Julius Baer & Co sold 175 Hess shares in Q3 2025, an estimated $24.2K.
Bank Julius Baer & Co first reported a position in Hess in Q2 2020 and held it in 4 quarters.
Bank Julius Baer & Co's Hess position peaked at $28K in Q1 2025.
7 funds tracked by Wall St. Rank held Hess as of Q3 2025.

Based on Bank Julius Baer & Co's 13F filing for Q3 2025, filed 13 Nov 2025.