Birchcreek Wealth Management’s Hess HES Stock Holding History

Birchcreek 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
2021 Q1	–	Sell	-858	Closed	-$45K	–	182
2020 Q4	$45K	Buy	+858	New	+$39K	0.04%	230

Other funds holding HES

Fidelity Investments Boston, Massachusetts $1.9T AUM 41.92% 1-Year Est. Return

Vanguard Group Malvern, Pennsylvania $6.9T AUM 27.45% 1-Year Est. Return

BlackRock New York $5.72T AUM 30.48% 1-Year Est. Return

State Street Boston, Massachusetts $2.9T AUM 29.55% 1-Year Est. Return

Dodge & Cox San Francisco, California $182B AUM 14.68% 1-Year Est. Return

Primecap Management Pasadena, California $127B AUM 44.11% 1-Year Est. Return

Hotchkis & Wiley Capital Management Los Angeles, California $32.4B AUM 17.21% 1-Year Est. Return

Barrow, Hanley, Mewhinney & Strauss Dallas, Texas $30.5B AUM 29.95% 1-Year Est. Return

T. Rowe Price Associates Baltimore, Maryland $865B AUM 30.76% 1-Year Est. Return

UBS AM Chicago, Illinois $481B AUM 26.39% 1-Year Est. Return

Birchcreek Wealth Management's HES Position: Q1 2021 in Review

Birchcreek Wealth Management sold out of Hess (HES) in Q1 2021, closing a stake of 858 shares — an estimated $45K sold.

Birchcreek Wealth Management first reported a position in HES in Q4 2020 and held it in 1 quarter. The position peaked at $45K in Q4 2020. 496 funds tracked by Wall St. Rank hold HES as of Q1 2021.

Birchcreek Wealth Management reported no remaining Hess position as of Q1 2021 after selling out during the quarter.
Birchcreek Wealth Management sold 858 Hess shares in Q1 2021, an estimated $45K.
Birchcreek Wealth Management first reported a position in Hess in Q4 2020 and held it in 1 quarter.
Birchcreek Wealth Management's Hess position peaked at $45K in Q4 2020.
496 funds tracked by Wall St. Rank held Hess as of Q1 2021.

Based on Birchcreek Wealth Management's 13F filing for Q1 2021, filed 17 May 2021.