Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-2,347,687
Closed -$325M 4215
2025
Q2
$325M Sell
2,347,687
-1,234,133
-34% -$167M 0.06% 271
2025
Q1
$572M Buy
3,581,820
+651,311
+22% +$95.8M 0.11% 179
2024
Q4
$390M Buy
2,930,509
+927,093
+46% +$129M 0.07% 242
2024
Q3
$272M Sell
2,003,416
-832,070
-29% -$116M 0.05% 308
2024
Q2
$418M Buy
2,835,486
+726,631
+34% +$111M 0.08% 225
2024
Q1
$322M Sell
2,108,855
-116,429
-5% -$16.9M 0.06% 275
2023
Q4
$321M Sell
2,225,284
-3,613,896
-62% -$530M 0.07% 273
2023
Q3
$893M Sell
5,839,180
-289,327
-5% -$43.6M 0.2% 104
2023
Q2
$833M Buy
6,128,507
+438,348
+8% +$60M 0.18% 116
2023
Q1
$753M Buy
5,690,159
+682,052
+14% +$94.9M 0.16% 129
2022
Q4
$710M Sell
5,008,107
-163,560
-3% -$22.5M 0.16% 128
2022
Q3
$564M Buy
5,171,667
+370,493
+8% +$41.1M 0.14% 155
2022
Q2
$509M Buy
4,801,174
+188,842
+4% +$21.4M 0.12% 170
2022
Q1
$494M Sell
4,612,332
-64,614
-1% -$6.13M 0.1% 189
2021
Q4
$346M Sell
4,676,946
-282,527
-6% -$22.9M 0.06% 274
2021
Q3
$387M Buy
4,959,473
+62,050
+1% +$4.57M 0.08% 228
2021
Q2
$428M Buy
4,897,423
+60,413
+1% +$4.88M 0.08% 211
2021
Q1
$342M Sell
4,837,010
-992,758
-17% -$63.5M 0.07% 252
2020
Q4
$308M Sell
5,829,768
-248,509
-4% -$11.3M 0.07% 257
2020
Q3
$249M Buy
6,078,277
+369,560
+6% +$17.6M 0.06% 273
2020
Q2
$296M Sell
5,708,717
-485,086
-8% -$22.2M 0.08% 216
2020
Q1
$206M Buy
6,193,803
+794,805
+15% +$43M 0.07% 246
2019
Q4
$361M Sell
5,398,998
-577,373
-10% -$37.8M 0.09% 196
2019
Q3
$361M Sell
5,976,371
-137,730
-2% -$8.58M 0.1% 193
2019
Q2
$389M Buy
6,114,101
+599,520
+11% +$37.1M 0.11% 185
2019
Q1
$332M Buy
5,514,581
+845,393
+18% +$46.5M 0.09% 197
2018
Q4
$189M Buy
4,669,188
+62,889
+1% +$3.59M 0.06% 300
2018
Q3
$330M Buy
4,606,299
+592,131
+15% +$39M 0.08% 226
2018
Q2
$269M Sell
4,014,168
-40,635
-1% -$2.43M 0.07% 266
2018
Q1
$205M Sell
4,054,803
-1,362,635
-25% -$66.8M 0.06% 336
2017
Q4
$257M Buy
5,417,438
+203,463
+4% +$9.18M 0.07% 301
2017
Q3
$244M Buy
5,213,975
+598,576
+13% +$25.3M 0.07% 314
2017
Q2
$202M Buy
4,615,399
+2,117,131
+85% +$99M 0.06% 345
2017
Q1
$120M Sell
2,498,268
-77,587
-3% -$4.11M 0.03% 504
2016
Q4
$160M Sell
2,575,855
-2,556,367
-50% -$140M 0.05% 406
2016
Q3
$275M Buy
5,132,222
+536,810
+12% +$28.8M 0.08% 259
2016
Q2
$276M Buy
4,595,412
+2,148,332
+88% +$124M 0.08% 247
2016
Q1
$129M Sell
2,447,080
-357,742
-13% -$15.8M 0.04% 442
2015
Q4
$136M Sell
2,804,822
-1,107,998
-28% -$62.9M 0.04% 419
2015
Q3
$196M Buy
3,912,820
+40,013
+1% +$2.29M 0.06% 335
2015
Q2
$259M Buy
3,872,807
+6,174
+0.2% +$438K 0.07% 298
2015
Q1
$262M Buy
3,866,633
+157,258
+4% +$11.2M 0.07% 325
2014
Q4
$274M Buy
3,709,375
+44,222
+1% +$3.5M 0.07% 299
2014
Q3
$346M Buy
3,665,153
+2,852
+0.1% +$282K 0.09% 223
2014
Q2
$362M Sell
3,662,301
-10,053
-0.3% -$907K 0.1% 218
2014
Q1
$304M Sell
3,672,354
-81,779
-2% -$6.5M 0.08% 254
2013
Q4
$312M Buy
3,754,133
+263,804
+8% +$21.4M 0.09% 237
2013
Q3
$270M Buy
3,490,329
+56,132
+2% +$4.18M 0.08% 255
2013
Q2
$228M Buy
+3,434,197
New +$238M 0.07% 284

Other funds holding HES