Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-593,307
Closed -$82.2M 963
2025
Q2
$82.2M Buy
593,307
+43,741
+8% +$5.91M 0.35% 64
2025
Q1
$87.8M Buy
549,566
+2,171
+0.4% +$319K 0.42% 57
2024
Q4
$72.8M Sell
547,395
-86,810
-14% -$12.1M 0.34% 61
2024
Q3
$86.1M Buy
634,205
+43,879
+7% +$6.1M 0.4% 51
2024
Q2
$87.1M Buy
590,326
+15,684
+3% +$2.4M 0.42% 45
2024
Q1
$87.7M Sell
574,642
-2,858
-0.5% -$415K 0.43% 45
2023
Q4
$83.3M Buy
577,500
+290,245
+101% +$42.5M 0.43% 46
2023
Q3
$44M Buy
287,255
+471
+0.2% +$70.9K 0.24% 111
2023
Q2
$39M Hold
286,784
0.2% 135
2023
Q1
$38M Sell
286,784
-39,303
-12% -$5.47M 0.19% 139
2022
Q4
$46.2M Sell
326,087
-37,176
-10% -$5.11M 0.22% 122
2022
Q3
$39.6M Buy
363,263
+48
+0% +$5.32K 0.19% 139
2022
Q2
$38.5M Buy
363,215
+6,696
+2% +$757K 0.17% 148
2022
Q1
$38.2M Buy
356,519
+70,247
+25% +$6.66M 0.15% 171
2021
Q4
$21.2M Sell
286,272
-48,082
-14% -$3.9M 0.09% 262
2021
Q3
$26.1M Buy
334,354
+17,709
+6% +$1.3M 0.12% 208
2021
Q2
$27.6M Buy
316,645
+41,877
+15% +$3.38M 0.14% 196
2021
Q1
$19.4M Buy
274,768
+4,899
+2% +$313K 0.11% 214
2020
Q4
$14.2M Sell
269,869
-128,877
-32% -$5.86M 0.09% 259
2020
Q3
$16.3M Sell
398,746
-14,782
-4% -$702K 0.11% 218
2020
Q2
$21.4M Buy
413,528
+119,246
+41% +$5.46M 0.16% 180
2020
Q1
$9.8M Sell
294,282
-141,121
-32% -$7.64M 0.08% 268
2019
Q4
$29.1M Buy
435,403
+59,876
+16% +$3.92M 0.16% 188
2019
Q3
$22.7M Buy
375,527
+10,451
+3% +$651K 0.13% 213
2019
Q2
$23.2M Buy
365,076
+31,309
+9% +$1.94M 0.14% 210
2019
Q1
$20.1M Buy
+333,767
New +$18.4M 0.13% 219
2017
Q3
Sell
-106,187
Closed -$4.66M 638
2017
Q2
$4.66M Sell
106,187
-48,597
-31% -$2.27M 0.04% 388
2017
Q1
$7.46M Sell
154,784
-7,089
-4% -$375K 0.06% 315
2016
Q4
$10.1M Buy
161,873
+132,113
+444% +$7.22M 0.08% 264
2016
Q3
$1.6M Buy
29,760
+27
+0.1% +$1.45K 0.01% 485
2016
Q2
$1.79M Buy
+29,733
New +$1.72M 0.01% 476
2016
Q1
Sell
-17,143
Closed -$831K 639
2015
Q4
$831K Hold
17,143
0.01% 543
2015
Q3
$858K Buy
17,143
+6
+0% +$343 0.01% 550
2015
Q2
$1.15M Sell
17,137
-968
-5% -$68.7K 0.01% 537
2015
Q1
$1.23M Buy
18,105
+11
+0.1% +$785 0.01% 532
2014
Q4
$1.34M Buy
18,094
+94
+0.5% +$7.45K 0.01% 524
2014
Q3
$1.7M Hold
18,000
0.01% 465
2014
Q2
$1.78M Hold
18,000
0.01% 462
2014
Q1
$1.49M Sell
18,000
-12,000
-40% -$954K 0.01% 472
2013
Q4
$2.49M Hold
30,000
0.02% 414
2013
Q3
$2.32M Buy
+30,000
New +$2.23M 0.01% 396

Other funds holding HES