Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-31,295
Closed -$4.34M 175
2025
Q2
$4.34M Buy
31,295
+200
+0.6% +$27K 0.1% 83
2025
Q1
$4.97M Buy
+31,095
New +$4.57M 0.12% 74
2024
Q1
Sell
-31,055
Closed -$4.48M 160
2023
Q4
$4.48M Sell
31,055
-31,966
-51% -$4.69M 0.14% 76
2023
Q3
$9.64M Sell
63,021
-8,529
-12% -$1.28M 0.33% 36
2023
Q2
$9.73M Sell
71,550
-10,778
-13% -$1.48M 0.33% 44
2023
Q1
$10.9M Sell
82,328
-6,780
-8% -$944K 0.37% 39
2022
Q4
$12.6M Sell
89,108
-192
-0.2% -$26.4K 0.45% 40
2022
Q3
$9.73M Sell
89,300
-2,472
-3% -$274K 0.39% 42
2022
Q2
$9.72M Sell
91,772
-19,177
-17% -$2.17M 0.35% 50
2022
Q1
$11.9M Buy
110,949
+16,884
+18% +$1.6M 0.36% 46
2021
Q4
$6.96M Hold
94,065
0.18% 78
2021
Q3
$7.35M Hold
94,065
0.17% 74
2021
Q2
$8.21M Sell
94,065
-955
-1% -$77.1K 0.19% 81
2021
Q1
$6.72M Sell
95,020
-56,311
-37% -$3.6M 0.17% 88
2020
Q4
$7.99M Buy
151,331
+42,780
+39% +$1.94M 0.2% 78
2020
Q3
$4.44M Buy
108,551
+94,668
+682% +$4.5M 0.1% 153
2020
Q2
$463K Hold
13,883
0.02% 389
2020
Q1
$463K Sell
13,883
-86,402
-86% -$4.67M 0.02% 389
2019
Q4
$6.7M Sell
100,285
-1,440
-1% -$94.2K 0.18% 117
2019
Q3
$6.15M Sell
101,725
-4,981
-5% -$310K 0.14% 139
2019
Q2
$6.78M Sell
106,706
-11,096
-9% -$686K 0.15% 135
2019
Q1
$7.09M Sell
117,802
-103,746
-47% -$5.71M 0.16% 107
2018
Q4
$8.97M Buy
221,548
+23,275
+12% +$1.33M 0.22% 99
2018
Q3
$14.2M Buy
198,273
+193,194
+3,804% +$12.7M 0.28% 82
2018
Q2
$340K Buy
+5,079
New +$303K 0.01% 728
2017
Q2
Sell
-23,158
Closed -$1.12M 910
2017
Q1
$1.12M Sell
23,158
-1,821
-7% -$96.5K 0.02% 724
2016
Q4
$1.56M Sell
24,979
-5,600
-18% -$306K 0.07% 340
2016
Q3
$1.64M Sell
30,579
-49,500
-62% -$2.65M 0.08% 326
2016
Q2
$4.81M Buy
80,079
+49,400
+161% +$2.86M 0.22% 104
2016
Q1
$1.61M Buy
30,679
+10,700
+54% +$473K 0.07% 358
2015
Q4
$969K Hold
19,979
0.04% 496
2015
Q3
$1M Sell
19,979
-5,200
-21% -$298K 0.04% 458
2015
Q2
$1.68M Sell
25,179
-10,400
-29% -$738K 0.06% 357
2015
Q1
$2.42M Sell
35,579
-4,700
-12% -$335K 0.09% 278
2014
Q4
$2.97M Buy
40,279
+7,600
+23% +$602K 0.11% 227
2014
Q3
$3.08M Hold
32,679
0.11% 218
2014
Q2
$3.23M Buy
32,679
+20,100
+160% +$1.81M 0.12% 223
2014
Q1
$1.04M Hold
12,579
0.04% 455
2013
Q4
$1.04M Sell
12,579
-11,700
-48% -$950K 0.04% 410
2013
Q3
$1.88M Sell
24,279
-200
-0.8% -$14.9K 0.08% 287
2013
Q2
$1.63M Buy
+24,479
New +$1.69M 0.07% 287

Other funds holding HES