Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2025
Q3
Sell
-199,802
Closed -$27.7M 1929
2025
Q2
$27.7M Buy
199,802
+21,873
+12% +$2.95M 0.04% 345
2025
Q1
$28.5M Buy
177,929
+4,856
+3% +$714K 0.05% 325
2024
Q4
$23M Sell
173,073
-13,096
-7% -$1.83M 0.04% 378
2024
Q3
$25.3M Buy
186,169
+4,339
+2% +$604K 0.04% 356
2024
Q2
$26.8M Buy
181,830
+23,474
+15% +$3.6M 0.05% 327
2024
Q1
$24.2M Sell
158,356
-12,762
-7% -$1.85M 0.05% 344
2023
Q4
$24.6M Buy
171,118
+1,954
+1% +$286K 0.05% 325
2023
Q3
$25.9M Sell
169,164
-704
-0.4% -$106K 0.06% 300
2023
Q2
$23.2M Buy
169,868
+6,668
+4% +$913K 0.06% 330
2023
Q1
$21.6M Buy
163,200
+5,615
+4% +$782K 0.05% 341
2022
Q4
$22.5M Sell
157,585
-4,488
-3% -$617K 0.06% 320
2022
Q3
$17.6M Sell
162,073
-612
-0.4% -$67.8K 0.05% 366
2022
Q2
$17.2M Sell
162,685
-8,796
-5% -$995K 0.05% 395
2022
Q1
$19.4M Sell
171,481
-5,918
-3% -$561K 0.04% 419
2021
Q4
$13.1M Buy
177,399
+579
+0.3% +$47K 0.03% 525
2021
Q3
$13.9M Buy
176,820
+2,417
+1% +$178K 0.03% 484
2021
Q2
$15.2M Buy
174,403
+19,187
+12% +$1.55M 0.03% 479
2021
Q1
$10.9M Buy
155,216
+568
+0.4% +$36.3K 0.03% 578
2020
Q4
$8.15M Sell
154,648
-1,735
-1% -$78.9K 0.02% 671
2020
Q3
$6.4M Sell
156,383
-774
-0.5% -$36.8K 0.01% 647
2020
Q2
$8.11M Sell
157,157
-2,448
-2% -$112K 0.02% 569
2020
Q1
$5.34M Sell
159,605
-5,641
-3% -$305K 0.01% 609
2019
Q4
$11M Sell
165,246
-2,422
-1% -$158K 0.02% 539
2019
Q3
$10.1M Buy
167,668
+81
+0% +$5.05K 0.02% 531
2019
Q2
$10.6M Sell
167,587
-26,457
-14% -$1.64M 0.02% 548
2019
Q1
$11.7M Buy
194,044
+5,378
+3% +$296K 0.03% 457
2018
Q4
$7.29M Sell
188,666
-8,900
-5% -$507K 0.02% 543
2018
Q3
$14.2M Sell
197,566
-17,991
-8% -$1.19M 0.03% 417
2018
Q2
$14.4M Sell
215,557
-4,774
-2% -$285K 0.03% 427
2018
Q1
$11.2M Sell
220,331
-196,363
-47% -$9.62M 0.03% 492
2017
Q4
$19.8M Buy
416,694
+6,565
+2% +$296K 0.05% 358
2017
Q3
$19.1M Buy
410,129
+12,323
+3% +$521K 0.05% 353
2017
Q2
$17.4M Sell
397,806
-26,611
-6% -$1.24M 0.05% 367
2017
Q1
$20.5M Buy
424,417
+180,409
+74% +$9.56M 0.06% 329
2016
Q4
$15.2M Sell
244,008
-7,722
-3% -$422K 0.04% 382
2016
Q3
$13.5M Buy
251,730
+6,214
+3% +$333K 0.04% 410
2016
Q2
$14.7M Buy
245,516
+42,611
+21% +$2.47M 0.04% 378
2016
Q1
$10.7M Buy
202,905
+33,335
+20% +$1.47M 0.04% 390
2015
Q4
$8.22M Buy
169,570
+470
+0.3% +$26.7K 0.03% 439
2015
Q3
$8.48M Sell
169,100
-7,788
-4% -$446K 0.03% 421
2015
Q2
$11.8M Sell
176,888
-29,260
-14% -$2.08M 0.04% 386
2015
Q1
$14M Buy
206,148
+28,296
+16% +$2.02M 0.05% 368
2014
Q4
$13.1M Sell
177,852
-54,609
-23% -$4.33M 0.04% 375
2014
Q3
$22M Sell
232,461
-80,163
-26% -$7.93M 0.07% 280
2014
Q2
$30.8M Buy
312,624
+7,098
+2% +$640K 0.1% 217
2014
Q1
$25.2M Buy
305,526
+7,129
+2% +$567K 0.09% 240
2013
Q4
$24.9M Sell
298,397
-202,463
-40% -$16.4M 0.09% 238
2013
Q3
$38.7M Buy
500,860
+393,923
+368% +$29.3M 0.15% 143
2013
Q2
$7.12M Buy
+106,937
New +$7.4M 0.05% 296

Other funds holding HES